Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Suggested answer

Adjust "from" email address on a customer statement, vendor remittance

(2) ShareShare
ReportReport
Posted on by 27
For the customer statement report, there is an option in the report output to select email instead of print. This will then email out the customer statements to each customer based on the email set in the document layouts. This is where I am able to edit the "to" email address. However, I do not seem to be able to change the "from" email address for the customer statements, as it just sends. Is there a toggle somewhere or an option to open up a screen that can show the "from" field and then allow me to manually change that email address to send from? I am also wondering the same thing when exporting an electronic payment in the payment journal
email customer st...
  • CU13010319-0 Profile Picture
    CU13010319-0 27 on at
    Adjust "from" email address on a customer statement, vendor remittance
    Is there anyway besides the email scenario assignment? For instance when I click an invoice to email it, I can change the "From" option on screen, and the "to" email, as well as the email body and attachments too. I effectively get to preview an email similar to Outlook. I'd like to be able to have that option in BC, to be able to freely adjust the "from" email like an email message I could in outlook, or in sending a posted sales invoice. Or for example on the send vendor remittance screen, I can change and choose the from address right then (for example image below):
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,723 Super User 2024 Season 2 on at
    Adjust "from" email address on a customer statement, vendor remittance
    Hi, try the following method, provided that you have set up multiple Email Accounts.
     
    Thanks.
    ZHU
  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    Adjust "from" email address on a customer statement, vendor remittance
    Create the email account you want to use and then use the Email Assign Scenario to select the reports. Please check the below link for more information.
     
     
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,684 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,414 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans