How to set up email to send customers account statement

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.

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

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

There is a send email action;

  • 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.

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.