How to set up email to send customers account statement


#1

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.


#2

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


#3

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


#4

There is a send email action;


#5
  • 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.


#6

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.