Go to the notifications panel on the left sidebar menu
You will see the send ledger option on the first, here you have to configure the email body, whenever you send a ledger report of the customers, the default setup is also there but we will show you how to make it more professional.
Configuration:
You need to configure the SMTP/SMS server from Settings -> Business Settings -> Email Settings/SMS Settings and for WhatsApp, the web should be open in your web browser.
Customization:
You can change/modify these templates however you want.
Copy and paste these two sections are on the email subject and body section.
Steps To Setup Templates
Email Subject:
Request to pay your ledger due amount for reconciliation purposes – {business_name}
Email Body:
Dear {contact_name},
Greetings from {business_name},
Subject: Ledger Reminder 🚫
Thank you for trusting our services, your balance due on your last purchases is overdue.
S.N.
Customer Name
Balance Due
1
{contact_name}
रु{balance_due}
Please pay your due amount to make our day-to-day transactions easy.
This is a system-generated email.
If you have any queries or support, please get in touch with us at our store.
