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Microsoft Dynamics GP (Archived)

Send sales invoice as attachments in collection module

Posted on by 1,771

Hi,

I want to send sales invoice as attachments in collection module on email option as attachments.  please find attached screen-shot for your reference and help me to solve this issue.

coll999.png

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  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Send sales invoice as attachments in collection module

    I mistook your question for a technical one. Here is a link to a Professional Advantage webinar, which covers the feature you are looking for about 34 minutes into the video. www.youtube.com/watch

  • P NOUSHAD Profile Picture
    P NOUSHAD 1,771 on at
    RE: Send sales invoice as attachments in collection module

    Hi,

    Thanks for your reply.  I already connected to outlook and I am able to send mail directly from GP.  My query is how to select few invoices and send along with the collection letter. please find the previous attached screen-shot in my first mail. I want to select few invoice and send with collection letters. and I want to print only the selected invoice amount on report/

    Regards,

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Send sales invoice as attachments in collection module

    In order to send emails from Collections management, you must install a MAPI compliant email client like Outlook. This is not the case with normal GP email functionality, so it can be overlooked. Make sure you have Outlook open on the machine you are attempting to send from. Additionally, Outlook security will often times stop outside applications from accessing it, ask for confirmation and set time limits on how long the application can have access. There is an app called "Click Yes" which can automate this interaction.

  • P NOUSHAD Profile Picture
    P NOUSHAD 1,771 on at
    RE: Send sales invoice as attachments in collection module

    Hi,

    I am not getting any error.  But the selected invoice is not sending to customer. How can I send sales invoice along with the mail as shown in screen-shot

  • Almas Mahfooz Profile Picture
    Almas Mahfooz 11,003 User Group Leader on at
    RE: Send sales invoice as attachments in collection module

    Are you getting any error?

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