How to set up email to send customers account statement

Dannylam · February 4, 2018, 11:58am

Good Day everyone, I need a help in setting up email in sambapos, my customers request I send their monthly account statement to them.

Many thanks to anyone that will help.

JTRTech · February 4, 2018, 12:38pm

Look at emailing report topics, will be similar to doing that.

Dannylam · February 6, 2018, 4:20pm

Can’t seems to find any setup up related to my need, kindly share a link with me. Thank you!

JTRTech · February 6, 2018, 4:22pm

There is a send email action;

QMcKay · February 6, 2018, 6:22pm

Create a Report that you can filter by Customer Name (or Phone or whatever).
Use Save Report Action to generate a file for the Report.
Use Send Email Action to send generate Report file as an attachment.

Dannylam · February 7, 2018, 12:20pm

Thanks for all your help so far, Unfortunately I am quite new to the program and finding it a bit difficult doing it all by myself, will much appreciate if you could guide me through. Thank you.