Docentric emails

(0) Share

Report

Posted on by IA-15041016-0

295

Hi All,

In Dynamics 365 Finance & Operations, within the Credit and Collections module, I am using the Collections process setup feature.

I have configured the first collection step to send an email through Docentric for invoices that are more than 10 days past their due date.

However, if a customer has 5 invoices that have all exceeded this 10-day threshold, the system sends 5 separate emails—one email per invoice.

Is there a way to configure the process so that only one email is sent to the customer, containing all eligible overdue invoices instead of sending one email for each invoice?

For example, if there are 5 overdue invoices for the same customer, I would like the customer to receive a single email listing or attaching all 5 invoices.

Thanks in advance

Categories:

Dynamics 365 Finance

I have the same question (0)