Hello.
I know that something similar to what I'm asking can be done in Zoho Creator, so I am hoping it also can be done in Books and I just haven't found the option.
Once a month, I'd like a summary of outstanding invoices emailed to me. Just a simple report, sent as an email to my account, looking something like this.
----
[Company]
[Date]
Outstanding invoice summary:
These invoices are overdue more than 45 days.
[Invoice #1 - Big Store - $3000] [text for all descriptions clickable so I can click through directly to the invoice, if logged in]
[Invoice #2 - Other Big Store - $4760]
These invoices are overdue 15 - 45 days.
[Invoice #3 - Other Big Store - $8965]
[Invoice #4 - Other Big Store - $1547]
[Invoice #5 - Other Big Store - $3671]
These invoices are overdue less than 15 days.
[Invoice #6 - Other Big Store - $4269]
[Invoice #7 - Other Big Store - $4789]
These invoices are open.
[Invoice #8 - Other Big Store - $3215]
[Invoice #9 - Other Big Store - $1598]
Thank you for Zoho Books. Looking forward to the addition of budgeting.