1. Preparation
Download the Excel template and fill the Party List sheet from row 3. Ensure Email ID and Outstanding Balance are complete before upload.
SkilledCA Mailer
Balance confirmation and circularization workspace.
User Documentation
Follow this checklist before sending balance confirmations in bulk.
2. Email Engines
Cloud mode works with Gmail or Outlook 365 using app passwords. Local mode connects with desktop Outlook through the offline launcher.
3. Templates
Use placeholders like {{party_name}} and {{amount}} in subject and body for personalized messages at scale.
4. Privacy and Safety
For sensitive audits, use the offline launcher to keep processing on your local environment.