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Send customer statement when an invoice is posted

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Posted on by CU26090923-0

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I am trying to create a Power Automate flow that sends a customer statement once an invoice is posted. Please assist.

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Dynamics 365 Business Central

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YUN ZHU 95,307 Super User 2025 Season 2 on at

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Hi, I think this can be done by combining the following two methods.

https://yzhums.com/7485/

https://yzhums.com/54624/

Hope this helps.

Thanks.

ZHU

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Saurav.Dhyani 14,380 Super User 2025 Season 2 on at

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Hi,

If you want to use Power automate for sending email, just follow these steps:

1. Subscribe to Event after posting of Sales Invoice.

2. In the Subscriber fetch details that you need for power automate like Customer No, Customer Name, Invoice No and others.

3. Define an External business event and invoke it.

4. External Business Event will trigger your power automate flow.

Reference: External Business Event: https://youtu.be/b-jIyWNdj_Q

Hope it helps.

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Rishabh Kanaskar 6,147 on at

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Hi,

You can’t directly trigger a customer statement on invoice posting, because BC doesn’t expose that as a ready-made event. But you can achieve it in two ways:

1: Create a Power Automate flow that triggers on the When a Business Central record is changed connector > Table = Sales Invoice Header > Event = Posted. Then add an action to run the Customer Statement report (via “Run Report in Business Central” action) and email the PDF to the customer.

2: If the statement report isn’t exposed to Power Automate in your tenant, create a small AL extension that publishes a webhook or custom API on invoice posting, which your flow can subscribe to.

Sending a statement each time an invoice posts might overwhelm customers. Many companies instead schedule statements (weekly/monthly). If you really want invoice-based communication, you could just email the posted invoice PDF rather than a full statement.

Thanks

Rishabh

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Pallavi Phade 3,689 on at

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Namaste @CU26090923-0

This below link will help you . You can initiate once Sales invoice header record is inserted

https://anttipajunen.com/dynamics-365-project-operations-creating-invoice-attachments-with-power-automate-part-i/

Regards

Pallavi Phade

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