How to Schedule Customer Outstanding Report in SwilERP Software

Schedule Customer Outstanding Report

How to Schedule Customer Outstanding Report in SwilERP


In SwilERP, 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 "Schedule For" in the report column.
  2. Select "Schedule" as "Email." Here, you will see multiple options to create a report schedule.
  3. Select "Receivables" in the "Transaction/Reports" column.
  4. Now, by clicking on the "Report Parameters" section, you can set the parameters for the outstanding report.
Reference image:

Schedule Email/SMS Window
  1. Select the "Receiver" option to choose which customers you want to share the details with (e.g., All, Selected, or To Given Email ID/Mobile No).
  2. Now, select the "Schedule" option as "Daily" to send the report on a daily basis.
  3. Update the "Start Settings" as follows:

    1. Start Date & Time
    2. From Date to To Date

  4. Enter "Recur Every" days count as 1 Day.
  5. Click on the "Save" option.
Reference image:

Email Schedule Window

      • Related Articles

      • Marketing Group Wise Outstanding Report

        How to view Marketing Group Wise Outstanding Report in SwilERP The Outstanding Report in SwilERP presents the marketing group-wise outstanding amount for a specified period. Users can select a specific marketing group to view detailed information, ...

      • View Outstanding Report in SwilPOS

        How to View Outstanding Reports in the SwilPOS Application SwilERP helps you see all the money your customers owe you in one go. This includes unpaid bills and ones that are only partially paid, even if they're overdue. If you use the SwilPOS mobile ...

      • Customer Ledger Report

        How to view Customer Ledger Report in SwilERP The Customer Ledger report in SwilERP presents a comprehensive list of sales transactions for each customer within a specified period. It allows users to view detailed information, including invoice ...

      • Customer Wise Profit Report

        How to View Customer Wise Profit Report in SwilERP Meaning of Customer Wise Profit Report Customer-wise profit report provides a method to help businesses see and understand their customers' profitability. With this report, you can get the total ...

      • View Customer Point Report

        View Customer Points Report in SwilERP The primary advantage of points is that they can be used to avail discounts during shopping. Once a certain number of points are accumulated, you can redeem these points to avail of rebates and discounts on your ...