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Send Customer Invoices to email address 1 and customer statement to email address 2

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Posted on by simonsmith101

Hi,

We have a requirement to configure D365 F&O to be able to send a customer invoice to one email address and to send monthly statements to a different email address. Would appreciate suggestions as to most optimal way to achieve this .

Simon

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MATTGUO 22,349 Moderator on at

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Hi Simon,

Can you specify the purpose address in the email address?

Check the Contact information for Statement in the path Organization administration > Global address book > Address and contact information purpose, then specify the statement address for statement in form setup.

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Ludwig Reinhard Microsoft Employee on at

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Hello Simon,

Do you use electronic reporting for your invoices and statements?

If so, you can define where the statements/invoices go to in the electronic reporting workspace with your report design.

If you don't use electronic reporting but rather make use of the 'old' SSRS reports then you can leverage the print management features.

Here is an example what can be done there:

dyntips.com/.../

Best regards,

Ludwig

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