Can we setup to send a monthly statement by email automatically to someone?

+5 votes
309 views
asked Mar 3, 2020 in How To by MBR

1 Answer

answered Mar 3, 2020 by Admin
selected Mar 3, 2020 by Admin
 
Best answer
If by auto you mean that you should now enter something and it should run without doing anything; the answer is no.

What most people do is as follows.

They set up all accounts that want statements via email by the alerts tab.

When they print the statements each month, they press an email button to email the statement to all the people that have chosen to get the statement via email.
commented Mar 3, 2020 by MBR
OK.  Thank you.
commented May 30, 2023 by Meor Hatorah
We are three years later can it This be done?
commented May 31, 2023 by Mrsh
It would be helpful for us too.

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