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How to Send Emails Weekly Automatically in the Aging Report to Your Team?

To send emails weekly automatically with the Aging Report to your team, please follow these steps:

  1. Click “Tools” > “Send Weekly Emails Automatically”.
  2. Select “Open” and “Save”. The emails (Invoice list overdue 90 days) will be automatically sent at 6:00 am every Friday (EDT - Eastern Daylight Time).

Note: Once the weekly email feature is enabled, General Managers and Accounting Managers will receive a list of all customers with invoices overdue by 90 days. The responsible sales representative and their sales manager will receive a list of customers with invoices that have been overdue for 90 days. The Aging Report is for internal use only; currently, it doesn't support automatically sending reports to your trade partners.

 

How to Send Emails to Sales in Batch in the Aging Report

To send emails to sales in batches from the Aging Report, please follow these steps:

  1. Click “Batch Email” to send the report to sales.

The system will send the report to each Sales representative or Sales Manager in the selected user group.