Email Digest

Email Digests allow you to get regular updates about your sales, expenses and other critical numbers directly in your Email Inbox.

Email Digests are a great way for top managers to keep track of the big numbers like “Sales Booked” or “Amount Collected” or “Invoices Raised” etc.

To set up Email Digest, go to:

Home > Settings > Email Digest

1. Enter a name for the Email digest.
2. Set the frequency of mails to be sent.
3. Add or remove recipients.
4. Select the items to be included in the digest.
5. Save.

Example:

1. Auto Email Report
2. Sending Email from any Document

Updated on: 02/04/2023