I would like to setup an email alert for payment reminders. Now I have never setup an email alert so I am kind of confused.
What I would like the email alert to do:
Send one email to customers daily with Payment Reminder, now there seems to be no option to send only one consolidated email alert for payments as sending multiple emails based on pending sales invoices would be futile.
Email alert should show the total GL balance to customers and also the individual unpaid invoice.
How would the system be able to decide which email ID to send the payment reminder to for a customer (in case of multiple contacts)
Any help in this regards would be highly appreciated.
This would be very-very useful and something like basic necessity.
As per survey of ERPNext (sent before few months), and world over majority of the ERPs are primarily used for booking Sales (Sales Invoices). And the next logical one of the requirements is to send “Payment Reminders” (In form of details of all outstanding details).