> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send a letter

> Create a letter, choose postage, and print and post it to a customer or owner.

The [Letters page](https://dashboard.yorlet.com/letters) lists every letter. Open a letter to see who it is addressed to, the delivery you chose, when it was sent, and any tracking number.

## Creating a letter

To create a letter, follow these steps:

1. Click **New letter** (or press **N**).
2. Choose the **Recipient type**, then pick the **Customer** or **Owner**.
3. Optionally choose a **Template**. The letter copies that template's content, so later edits to the template do not change this letter. If the template has **Variables**, fill in each value.
4. Optionally enter a **Name**. If you leave it blank, the template name is used.
5. Choose **Delivery**: **Standard**, **Tracked**, or **Premium (extra charge)**.
6. Choose the **Address window** — **Left** or **Right** — to match the envelope window.
7. If you did not pick a template, write the **Content**. See [Templates](/letters/templates) for headings, text, signatures, and merge fields. A preview of page 1, including the envelope window, updates as you write.
8. Turn on **Send immediately** if you want it printed and posted as soon as you create it.
9. Click **Create**.

<Tip>
  You can also start a letter from a customer or owner. Open the record, open the actions menu, and click **Send letter**. The recipient is filled in for you.
</Tip>

New letters start as **Draft**, unless you turned on **Send immediately**.

## Sending from a workflow

If you use [Workflows](/business-automation/workflows/overview), add a **Send letter** step to print and post automatically. Choose a template, who to write to (a customer or owner ID), and delivery. If the template has variables, fill each one — you can insert a field from the trigger.

Amounts on invoices are stored in pence. To print them as money, insert the field and choose **Currency** from **Format**, or type `| currency` after the path. For example `{{ trigger.object.total | currency }}` becomes £100.00 when the total is 10000. Use `| date` for a readable date.

The letter is sent as soon as the step runs — it does not stay as a draft.

The recipient needs a name and address, and your account needs a return address, the same as when you send a letter yourself.

## Sending a letter

To send a draft or failed letter, follow these steps:

1. Open the letter, or right-click it in the table.
2. Click **Send**.
3. Review the confirmation. Postage is billed per send, plus extra pages and premium delivery. The letter cannot be edited after it is submitted.
4. Click **Send letter**.

The letter moves to **Sending**, then **Sent** when it has been accepted for print and post. The letter page then shows **Pages**, **Sent**, and **Tracking** when a tracking number is available.

<Warning>
  Once a letter is submitted, you cannot edit it. Cancel it instead if it has not yet been printed.
</Warning>

## Editing a draft

Only **Draft** letters can be edited. Open the letter and click **Edit**, or right-click the row and select **Edit letter**. You can change the name, delivery, address window, and content.

## Cancelling a letter

Cancel a letter if it should not be printed. You can cancel a letter while it is **Draft**, **Sending**, **Sent**, or **Failed**.

To cancel a letter, follow these steps:

1. Open the letter, or right-click it in the table.
2. Click **Cancel letter**.
3. Click **Cancel letter** to confirm.

Cancelling cannot be undone.

## Deleting a draft

Only **Draft** letters can be deleted. Sent, cancelled, and failed letters stay in the list.

To delete a draft, follow these steps:

1. Open the letter, or right-click it in the table.
2. Click **Delete**.
3. Click **Delete** to confirm.

<Warning>
  Deleting a draft cannot be undone.
</Warning>

## Failed letters

If sending does not complete, the letter moves to **Failed** and the letter page shows why. Fix the problem — for example a missing address — then click **Send** to try again.

## Filtering

On the [Letters page](https://dashboard.yorlet.com/letters), use the status tabs or click **Filter** to narrow the list by **Status**, **Recipient**, or **Delivery**. Right-click any row to copy the letter ID or open it in a new tab.