[How to] Automatically Send the Customer Invoices to Customer Email address

Dear 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