Send SMS reminder of outstanding balance to the customers on schedule intervals.

Scenario:

Apart from credit sale and keeping track of outstanding balances, now you can send message automatically to remind customers about their balance dues on schedule intervals.

Steps:

1. From main menu go to the SMS Scheduler (T > M > S)
2. In the SMS Scheduler screen set “Outstanding Reminder” at “Report” column
3. Set other columns like Frequency, Time, Is Active etc
4. Set text message variable of the reminder at “Body” column
5. Press Alt + S to save the changes.

Image Summary: Message of outstanding ledger balance will be sent to the customers on every 20^th day of the month at 10:00AM automatically.

Sample variable:

Dear <Customer_Name>, Thank you for shopping with us. We are pleased to provide you with a summary of outstanding balance. Your Card ID <CardID> Total Due is <Currency> <Amount>. Please ignore if already paid.

Sample message as per above variable:

Dear Sumit Sharma, Thank you for shopping with us. We are pleased to provide you with a summary of outstanding balance. Your Card ID C00459 Total Due is Rs.12750/-. Please ignore if already paid.

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Note:

• It will send SMS to the customers under the following conditions:
  • If “Allow Credit Sale” field is set to “Yes” in the Customer Master
  • If Ledger Account is defined in the Customer Master
  • If customer’s ledger balance is in debit
  • If “Send SMS” is set to “Yes” in the Customer Master > Other Information
  • If Customer Master has mobile number.
• Whatever “Data Period” you choose, it will work as Today only.

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