How to share customer ledger through email?

To share customer ledger through email, please follow the steps mentioned below:

Step 1: Go to “Customer” and click on “View Ledger”

Step 2: Click on “Share”

Step 3: Select “Share on Email”

Note:

  1. You can share only pending invoices.
  2. You can share records according to custom date range.

Step 4: Add the “To Email”
You can also add CC.

Step 5: Click on “Send Mail”

Note: To customize the Email templates, please refer to the article mentioned below: