How-to guide

Enable daily report delivery

Send the previous day’s POS report by email or WhatsApp.

  1. Step 1

    Open Reports, then Daily delivery.

  2. Step 2

    Enable daily delivery.

  3. Step 3

    Select email or WhatsApp and enter the recipient address or number.

  4. Step 4

    Choose the report format and sending time.

  5. Step 5

    For WhatsApp, select the approved daily report template and language. Use a separate PDF document-header template, not the customer invoice template.

  6. Step 6

    Save settings, then use Send now to test the saved configuration.

This sends the previous day’s report. Messaging and the server scheduler must be configured. If Send now works but scheduled delivery does not, ask support to check scheduling. Owner/manager role and report export permission are required.

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