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WhatsApp / Email SendingWhatsApp / Email Sending

How to reach itVoucher screen / list›WhatsApp / Email buttons

इसे कहाँ पाएँVoucher screen / list›WhatsApp / Email buttons

OverviewOverview

MarwariPlus can send invoices and receipts to customers over WhatsApp or email, and send bulk payment reminders to parties with an outstanding balance.

MarwariPlus customers ko invoices aur receipts WhatsApp ya Email par bhej sakta hai, aur outstanding balance wali parties ko bulk payment reminders bhej sakta hai.

Why it mattersयह क्यों ज़रूरी है

Faster delivery, less paper and postage, and gentle automatic follow-up on dues.Tezi se delivery, kam kaagaz aur postage, aur dues par halka automatic follow-up.

In detail

Uses the branch's WhatsApp/mail credentials; enable per Series (IsWhatsapp / IsEmail).

Key points

Message templates support tokens like {@InvNo} and {@Amount} — they're replaced with the bill's number and amount when sent.
Payment Reminder bulk-sends to parties with a balance (those with no number are skipped automatically).

Tip

“Please Enter Number in Ledger” = the party has no contact number/email saved on their ledger.

Tip

“Voucher saved, but WhatsApp message failed to send” = the bill is safe; only the message failed — check the Branch's WhatsApp credentials or the template name on the Series.

Detail mein

Branch ke WhatsApp/mail credentials use karta hai; per Series enable karein (IsWhatsapp / IsEmail).

Key points

Message templates {@InvNo} aur {@Amount} jaise tokens support karte hain — bhejte samay ye bill ke number aur amount se replace ho jaate hain.
Payment Reminder un parties ko bulk-send karta hai jinka balance hai (jinka koi number nahi, woh apne aap skip ho jaate hain).

Tip

“Please Enter Number in Ledger” = party ke ledger par koi contact number/email save nahi hai.

Tip

“Voucher saved, but WhatsApp message failed to send” = bill safe hai; sirf message fail hua — Branch ke WhatsApp credentials ya Series par template name check karein.

Common questionsआम सवाल

“Please Enter Number in Ledger.”“Please Enter Number in Ledger.”

The party has no phone/email saved — add it on their ledger.

Party ke paas koi phone/email save nahi hai — usko uske ledger par add karein.

“Voucher saved, but WhatsApp message failed to send.”“Voucher saved, but WhatsApp message failed to send.”

The bill is safe; only the message failed. Check the Branch's WhatsApp credentials or the template name on the Series.

Bill safe hai; sirf message fail hua. Branch ke WhatsApp credentials ya Series par template name check karein.

How does a bulk payment reminder work?Bulk payment reminder kaise kaam karta hai?

It sends to parties with an outstanding balance; those with no number are skipped automatically.

Ye outstanding balance wali parties ko bhejta hai; jinka koi number nahi, woh apne aap skip ho jaate hain.

Self Test · for support trainingSelf Test · support training के लिए

Not attemptedअभी नहीं किया

3 quick questions — pick an answer to see if it's right and why. For team practice; it doesn't affect your progress.3 छोटे सवाल — कोई answer चुनें और देखें सही है या नहीं, और क्यों। Team practice के लिए; इससे आपकी progress पर कोई असर नहीं पड़ता।

Q1.Auto-send on WhatsApp/email is enabled per…WhatsApp/email par auto-send enable hota hai per…

Answer:जवाब: Set IsWhatsapp / IsEmail on the Series. Series par IsWhatsapp / IsEmail set karein.

Q2.“Please Enter Number in Ledger” means…“Please Enter Number in Ledger” ka matlab…

Answer:जवाब: Add a phone/email on the party's ledger. Party ke ledger par ek phone/email add karein.

Q3.A bulk payment reminder skips parties who…Bulk payment reminder un parties ko skip karta hai jinke…

Answer:जवाब: Parties with no number are skipped automatically. Jin parties ka koi number nahi, woh apne aap skip ho jaate hain.

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