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

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

Example:




Related Topics

Auto Email Report
Sending Email from any Document

Updated on: 02/04/2023