I want to send weekly email to our customer to remind their total outstanding.
For Eg.:
Sales Invoice-1, Amount = 10000
Sales Invoice-2, Amount = 20000
So I want total outstanding 30000 and in weekend want to send email.
How can I get that?
Thank you…
You can use Process Statement Of Accounts document for this purpose.
Process Statement Of Accounts is a tool which helps you send Statement Of Accounts (General Ledger Report) and Ageing (Accounts Receivable Summary) Report as a PDF to your customers in bulk via email either manually or automated periodically.
https://docs.erpnext.com/docs/v13/user/manual/en/accounts/process-statement-of-accounts
Please don’t forgot to enable auto email option under “Email Settings” section by setting Frequency as weekly