How do I send the monthly report to the client?

After generating, a Download button appears. Save the PDF locally and forward it via your usual channel:

  • Via email (via your linked mail account in Senly, or outside of Senly)
  • Via WhatsApp or Slack as an attachment
  • Upload to the client folder in Google Drive so the client can always access it

Tip: note in the client notes (Internal category) which months you've already sent a report for, so you can find it back later.

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