List of sales invoices and purchase invoices unpaid

1

Hello,

I am trying to accomplish the following:
1 - get a list of unpaid sales invoices, per client and another list with all - these would be listed in chronological order
2 - get a list of unpaid purchase invoices, per supplier and another list with all - these would be listed in chronological order
3 - is it possible to get them email to me on a monthly basis?

Thanks

Joseph

2

Hi,

Go to the Sales Invoice/Purchase Invoice Doctype Report View.

Filter the data like below:

image
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Click on Three dots and Click on Save to save this Report with custom name.

Click on Thee dots and click Setup Auto Email to get it automatically monthly basis.

Thanks,

Divyesh M.

3

Hi

What woud this report send me, exactly?

I am looking to:
1 - get a list of unpaid sales invoices, per client. - and have each one sent via email automatically.
2 - get a list of unpaid purchase invoices per client - and have each one sent via email, automaticaly.

Thanks