How to share customer ledger through email?

[Geetha_N]

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:

How to Customize Email templates on Web?

To customize Email template, please follow the steps below: Step 1: Go to “Sales” and click on “Document Settings”. [image] Step 2: Click on “Email/Whatsapp/SMS”. [image] Step 3: Click on “+ New Email Template”. [image] Step 4: Enter the “Template Name” and “Email Text”. [image] Please Note: You can also select/ add “Attributes” like company name, customer name, etc… in the Email text by entering @. [image] [image] Step 5: Click on “Save”. [image] Step 6: Make Email template “…