Scheduling email to send an AR Report to Clients
KB Article #:
58557
Summary:
Scheduling email to send an AR Report to Clients
Description:
Is there a way in Vision to schedule an AR (Accounts Receivable) Report on a regular basis to be sent to clients?

Resolution: 

  1. Go to Reporting > Accounts Receivable and select the AR report.
  2. Click on Email and select To Billing Contact.
  3. When the Email dialog comes up, select the Schedule button in the bottom left.
  4. Enter the Schedule information on the Main tab.
  5. Set the frequency of the emailed report on the Recurrence tab. 
 
Details  
 
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