Notifications are a missing part in a vital system, now a days everyone has a phone and has got access to SMS and Whatsapp, so now with tulsi you can integrate your Whatsapp account with your Tulsi system.
Best way to remind an payment, is through a notification.
settings screen as to how to setup notification templates
SMS
Email
Whatsapp
The above notification popup looks at the time of sending notification
Note: Make sure the client accounts have phone numbers , or it will show error.
Step 1: In the dashboard click Notify
Step 2: You shall see a popup showing with the contacts selected to be notified on the right.
Step 3: Click send and the messages for payment reminders will be sent to respective users.
Note: Make sure the client accounts have email IDs , or it will show error.
Step 1: From the dashboard click Notify.
Step 2: Click on timeline and click on SMS next to the buyer's entry.
Step 3: A popup will open and kindly select Email aNote: Make sure the client accounts have phone numbers , or it will show error.
Step 1: From the dashboard click Buyer's.
Step 2: Click on timeline and click on SMS next to the buyer's entry.
Step 3: A popup will open and kindly select Whatsapp.