Send customer account statements only when customer outstanding is > 0 in Microsoft dynamics 365 finance and operations

When we generate customer statements every month and trigger email to our customers, sometimes it gets generated when there is no outstanding. So, lets say if we have requirement to generate statement only when customer has outstanding. So, how do we achieve this?

Step-1: Generate customer balance statistics (Setup periodic batch job)

Credit and collection > Periodic > credit management > customer balance statistics

Step-2: – View customer balance statistics

Step-3: Setup and generate customer statement batch job

That’s it for this blog. Hope this will help you in one of your projects.

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