web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Collection Email Customization

(0) ShareShare
ReportReport
Posted on by 100

Is there a way to add a standard email body to invoice emails that get sent to customers through collections management?  I see that the emails come over with a subject of Customer Invoice but there isn't a body in the email.  Is it possible to modify the subject line and add body to the email?  If so, please tell me how to go about it.  Thanks.

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at

    Trying to find out the same.  Can one email be sent through Query Letter with body and PDF invoices attached?  Currently comes through with two emails per customer.

  • Robyn Profile Picture
    1,753 on at

    Anyone found an answer to this?    I am having the same issue - 1 email with a letter and another with all the PDF attachements.

  • Community Member Profile Picture
    on at

    Apparently, collections uses a different (older) email engine.  We have the "body" email with detail of the customer's account and stating "an email of your outstanding invoices attached will follow".  The second email has the attached invoice(s) in PDF.

  • Robyn Profile Picture
    1,753 on at

    I have thought of create a SSIS job to sen dout my emails and write via a custom eConnect node to the CM tables to update that I have sent this out.  Have also thought about using Nav lists and send out the e-mails with some type of action to update collections but that one appear to have issues in that I would need access to a custom proc and don't see a way to do that.  Any 3rd party products?

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

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
Dan Liebl Profile Picture

Dan Liebl 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans