Invoice Report Scheduler overview

First available in V.2023.2

The Invoice Report Scheduler page lets you set the program to email invoices to customers on a schedule. Based on your selections, you can have the program send invoice emails to customers daily, weekly, or monthly. If you have enabled invoice report emails for customer types such as Standard Customer, the program adds a schedule to new customers you create on the Masters > Customers page.

You open the Invoice Report Scheduler page by going to Menu Reports > Scheduler > Invoice Report Scheduler.

Report Scheduler must be set up on the server for Invoice Report Scheduler to work correctly.

About Invoice Report Scheduler and other invoice pages

When a scheduled customer invoice report runs, the program updates the Invoices Listing page. The Emailed? column changes from N (No) to Y (Yes)

On the Invoice page, the program updates the E-MAIL AUDIT tab to show the date sent, who the email was addressed to, the system’s email address, and the type of report sent.

Topics in this section

  • Invoice Report Scheduler page overview

  • Add a default invoice report schedule

  • Edit a default invoice report schedule

  • Delete a default invoice report schedule

  • Add a customer invoice report schedule

  • Edit a customer invoice report schedule

  • Delete a customer invoice report schedule

  • See Inactive invoice report schedules