# How to share customer ledger through email?

**URL:** <https://community.getswipe.in/t/how-to-share-customer-ledger-through-email/3637>\
**Category:** General\
**Created:** [July 3, 2025, 5:56am UTC](https://community.getswipe.in/t/how-to-share-customer-ledger-through-email/3637 "2025-07-03T05:56:49Z")\
**Posts on this page:** 1\
**Page:** 1

<div class="post-metadata">

**Author:** ![Geetha\_N](https://yyz1.discourse-cdn.com/flex003/user_avatar/community.getswipe.in/geetha_n/32/39_2.png) [@Geetha\_N](https://community.getswipe.in/u/Geetha_N)\
**Post date:** [July 3, 2025, 5:56am UTC](https://community.getswipe.in/t/how-to-share-customer-ledger-through-email/3637/1 "2025-07-03T05:56:49Z")

</div>

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

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

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/f/fc8bc6d23dd4da5626aebf39f12ae5ba93f095ba.png)

**Step 2: Click on “Share”**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/9/9deadfc1165d00cd9b20966c0f495eed0bbe5b8f.png)

**Step 3: Select “Share on Email”**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/6/63fedc950b8f6cc6abb6095760d10b08c7d40724.jpeg)

**Note:**

1. You can share only pending invoices.
2. You can share records according to custom date range.  
 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/6/6cae862210bf578f4da662fab352b2191983189a.jpeg)

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

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/a/a0b285714ce1de56dce7cdb5bf1dabf478d09a36.jpeg)

**Step 5: Click on “Send Mail”**

 ![image](https://canada1.discourse-cdn.com/flex003/uploads/getswipe/original/2X/f/ff2bf106919bb86ce247b659560075d2b76bcb88.jpeg)

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

> [@How to Customize Email templates on Web?](https://community.getswipe.in/t/how-to-customize-email-templates-on-web/1824):
>
> To customize Email template, please follow the steps below: Step 1: Go to “Sales” and click on “Document Settings”. Step 2: Click on “Email/Whatsapp/SMS”. Step 3: Click on “+ New Email Template”. Step 4: Enter the “Template Name” and “Email Text”. Please Note: You can also select/ add “Attributes” like company name, customer name, etc… in the Email text by entering @. Step 5: Click on “Save”. Step 6: Make Email template “…