How to Schedule Customer Outstanding Report in SwilERP Software

Schedule Customer Outstanding Report

How to Schedule Customer Outstanding Report in SwilERP Software


In SwilERP Software, there is an option to schedule customer outstanding report on daily basis. With this option, users can share day to day outstanding report via Email. Users can find this feature in Tools menu as Schedule SMS/Email. Follow the below-mentioned steps to know the process.

Start with login in SwilERP dashboard to initiate the process

  1. Go to the Tools Section> Schedule SMS/Email Option.
Reference image:
SwilERP Dashboard Window

Process to Schedule Outstanding Report

  1. Select the Schedule For as Report in the column.
  2. Select Schedule as Email. Here you will see multiple options to create a report schedule.
  3. Select Receivables in Transaction/Reports column.
  4. Now, by clicking on the Report Parameters section you can set parameters of outstanding report.
Reference image:
Schedule Email/SMS Window
  1. Select the Receiver Option to which customers to want to share the details. (i.e. All, Selected, To Given Mail ID/ Mobile No)
  2. Now, select the Schedule Option as Daily to send report on daily basis.
  3. Update Start Setting as follows:
    1. Start Date & Time
    2. From to To Date
  1. Enter Recur Every Days count as 1 Day.
  2. Click on the Save option.
Reference image:
Email Schedule Window

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