Setting Up a Report to E-Mail Invoices (Grouped by Client)
Posted: 27 Mar 2012, 13:21
Hi,
I had read a previous post from April last year and read the guide that Bruce posted on how to set-up emailing of reports from Sage. I already e-mail reports so i know how to set it up to send but at present i am only able to send reports by manually clicking on the ones i want to be exported and repeating that process for each customer.
I have learnt from Bruces guide how to change it from "entire report" to "Invoice Number" so that it created a new e-mail for each invoice number being exported which is great but i often send upto 20 invoices at a time to each customer so i don't really want to send 20 different e-mails to each customer.
What seems like the obvious solution is to group the report by customer account reference in the same way it is setup to be grouped by invoice number? The questions is how is this done?
Any help would be very much appreciated.
Cheers,
Steve.
I had read a previous post from April last year and read the guide that Bruce posted on how to set-up emailing of reports from Sage. I already e-mail reports so i know how to set it up to send but at present i am only able to send reports by manually clicking on the ones i want to be exported and repeating that process for each customer.
I have learnt from Bruces guide how to change it from "entire report" to "Invoice Number" so that it created a new e-mail for each invoice number being exported which is great but i often send upto 20 invoices at a time to each customer so i don't really want to send 20 different e-mails to each customer.
What seems like the obvious solution is to group the report by customer account reference in the same way it is setup to be grouped by invoice number? The questions is how is this done?
Any help would be very much appreciated.
Cheers,
Steve.