Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Purchase and Sales Pos...
Small and medium business | Business Central, N...
Suggested answer

Purchase and Sales Posted Invoices report

(0) ShareShare
ReportReport
Posted on by Imari 154

Hi.

Good day! Our team would like to generate an invoice report (purchase and sales) to track unpaid invoices.

From the Posted sales invoice, how can process the report so there will be an automatic notification to users for those unpaid invoices?

Categories:
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 81,970 Super User 2025 Season 1 on at
    RE: Purchase and Sales Posted Invoices report

    Hi, you can try the report Schedule... feature, but this will only be sent to the user's Role Center in BC.

    pastedimage1667176623645v1.png

    https://learn.microsoft.com/en-us/dynamics365/business-central/ui-work-report#ScheduleReport

    https://www.innovia.com/blog/two-ways-to-schedule-reports-in-business-central

    This needs to be customized if you want automatic notification by email or other methods.

    Hope this helps.

    Thanks.
    ZHU

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,276 Moderator on at
    RE: Purchase and Sales Posted Invoices report

    hi

    check this out in my blog

    can be a starting point

    danieleincalza.blogspot.com/.../attach-other-custom-files-in-email.html

    check my answer if it was satisfactory

    DAniele

  • Imari Profile Picture
    Imari 154 on at
    RE: Purchase and Sales Posted Invoices report

    Yes.

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 175 User Group Leader on at
    RE: Purchase and Sales Posted Invoices report

    You want this to go to your internal team?

    You should look into using workflows or build some PowerAutomate flows.

  • Imari Profile Picture
    Imari 154 on at
    RE: Purchase and Sales Posted Invoices report

    Hello. Thank you for this. Can we generate a report from the Posted Invoices to get a notification before due date and after due date of the invoices?

  • Imari Profile Picture
    Imari 154 on at
    RE: Purchase and Sales Posted Invoices report

    Thank you however I need to have the report as well as the automatic notification to be sent as a reminder of the outstanding invoices.

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 175 User Group Leader on at
    RE: Purchase and Sales Posted Invoices report

    Your Aged Accounts Receivable and Aged Accounts Payable Reports show unpaid invoices.

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,276 Moderator on at
    RE: Purchase and Sales Posted Invoices report

    CIao

    check this out

    learn.microsoft.com/.../ui-smart-notifications

    check my answer if it helped you

    regard

    DAniele

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

Understanding Microsoft Agents - Introductory Session

Confused about how agents work across the Microsoft ecosystem? Register today!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,430 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 233,043 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans