Email business summaries
Your business overview, in your inbox.
On the schedule you choose.
Receive a weekly or monthly overview of key amounts for your business. Sending is optional and disabled by default.
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The essentials
In Documents & branding preferences, enable Monday summaries and monthly reports separately. They require an active email service and a verified owner address.
See the right amounts
The summary separates net invoiced amounts including tax for the period, customer payments received and recorded purchases. It also shows receivables open at calculation time. These figures are not accounting profit or a tax return.
Choose weekly, monthly or both
Weekly summaries cover the previous week and are scheduled on Mondays. Monthly reports cover the previous month on the first day of the month. Enable them per company, using Casablanca as the reference timezone.
Keep delivery limited to the owner
Delivery targets the company owner with the necessary permissions and a verified address. It depends on the scheduler, queue and enabled SMTP or SendGrid service. Service acceptance does not prove inbox delivery.
The journey in practice
Easy to find steps.
- 01
Check email service and address
- 02
Choose frequencies per company
- 03
Read the summary and open the company file
Frequently asked questions
Are summaries enabled automatically?
No. Both frequencies are off by default. Choose to enable them for each company once the email service and owner address are ready.
Does the summary show my profit?
No. It presents invoicing, payment, purchase and receivables indicators. They do not replace complete accounting or your accountant’s profit calculation.
To go further.
Your next step
Make room
for clearer invoicing.
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