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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to turn off automa...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to turn off automated emails for Free Text Invoice View Document?

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Posted on by benken10 66

Hi all

We are facing an issue where it does not matter if the user presses View Copy/Original, Send Copy/Original or Print Selected - it always sends the invoice to the customer email address.

This means, we cannot view/print for internal reasons (eg audit) without transmitting electronically, which means we have to then explain to the customer to disregard it.

We want the ability to View, without sending automatically.

This feels like a basic config thing, but I don't know how. Can someone help?

Thanks :) 

I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,803 Most Valuable Professional on at

    Go to AR Module- form setup- print destination- select free text invoice and change the destination from email to default or on screen.

  • benken10 Profile Picture
    benken10 66 on at

    Hi Ramit

    This will give us the problem in reverse - ie no emails will be sent.

    We are after the ability to press View and only View, and press Send and it will Send. Surely this is available out of the box?

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