[How to] Automatically Send the Customer Invoices to Customer Email address
Ramit Paul
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ReportDear Microsoft BizApps Community,
Welcome to my next blog on sending sales invoices to the customer email directly from Dynamics 365 finance and operations
Business Scenario
Sales or billing team wants to send the invoices to the customer email address automatically after they have issued invoices to customer
Benefit of this scenario
Customer will get invoice generated from D365 in real time basis as and when the invoice is posted
Configurations
Navigate to Accounts receivable->> Setup->> Form Setup->> Select print management from General tab->>
Select Customer invoice or Free Text invoice as per the requirement (for this demo, we shall use Free Text Invoice)
Select “Original <default>” field
Right hand side on the screen, a form will open
Select “Destination” field ->> Printer Setup
A new window till open as “print destination settings”
Select “Email” from the tabs->> Click on "Edit" from To option
- Select "Customer Purpose" to Business
- Make the Customer primary contact "No", if you want to send invoice to multiple emails for same customer including primary and non primary
- Make the Customer primary contact "Yes", if you want to send invoice only to customer primary address only
Click ok
Now Add the Subject Line, ad the name as "Sales Invoice from XYZ company"
Select the File format from the list, we have kept as PDF
The configurations are done.
Processing Free Text Invoice
I have added the Email contacts for this customer to test, expectation is, after issuing Dynamics must send the invoice with PDF to customer
Create and prepare to post the invoice ->> Enable Print invoice to Yes->> Enable "Use print management destination->> Post the invoice
After the successful generation of invoice- system should auto populate the message that, invoice was sent to customer email address
I have two emails, because I had added my two emails into the customer contact form
that's it for the end to end to setup and flow, I hope this blog will help.
Stay tuned for more blogs like this, thanks for going through
Comments
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Hi Ramit, This post was extremly helpful. Is there a way we can add text to the body of the email. As we only have a parameter for the subject. I tried adding values to Form Notes, and Footer text but the email gets sent with empty body. Last question is the email alias. Is there a way to set the email alies as noreply@xxxx instead of displaying the username email? Thanks.
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