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 / Microsoft Dynamics SL (Archived) / Is there an ISV produc...
Microsoft Dynamics SL (Archived)

Is there an ISV product that can email multiple versions of flex billing invoices?

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Is there a 3rd party product that can email from Flexible billings using all different invoice formats? We have a client that has 6 different versions of the Bi010 invoice. They want the ability to email the invoices versus printing them one at at time to a file and then attaching to an email.

Has anyone ever addressed this before? I have looked in the ISV listing and searched Partnersource and forums but I haven't found anything yet. Please let me know if you have info.

Thank you, Linda Smith

*This post is locked for comments

  • Nielsen Tom Profile Picture
    Nielsen Tom 115 on at
    Re: Is there an ISV product that can email multiple versions of flex billing invoices?

    Hi Linda,

    Please feel free to take a look at Liaison Messenger EDD by Liaison Software

    www.liaisonsc.com

    Messenger EDD uses your existing reports and print procedures and works with flexible billing.

    Select your batch of Invoices thru your normal print procedure but now print with Liaison's Messenger EDD print driver. It takes your existing report and key data from within the report to then distribute it based on rules you set up at initial configuration.

    Best Regards,

    Tom Nielsen

    Liaison Software

    800.811.4618x201

    tom@liaisonsc.com

    www.liaisonsc.com

  • Carolyn Kolpien Profile Picture
    Carolyn Kolpien on at
    Re: Is there an ISV product that can email multiple versions of flex billing invoices?

    Hi Linda,

    You can search the Microsoft PinPoint tool to see if you can find anything there.  The URL is pinpoint.microsoft.com/.../Default.aspx.

    Have you tested to see whether this will work without a third party product?  The Flexible Billings module prints the invoice format that is specified for the project on the Billing Information screen.  So I believe that is the invoice that will be sent via QS.  

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,489 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans