Need to add variable vales when sending the sales invoices and quotes.

(0) Share

Report

Posted on by LS-17031031-0

Hi All,

Please help me to make customer email body when sending invoices or quotations.

Ex : -

Dear %customer%,
Your %PI-#% for %INVOICE-AMOUNT% is attached. Please remit payment at your earliest convenience.
Thank you for your business - we appreciate it very much.

So variables will be

%customer%, = Sales invoice header sell to customer name

%PI-#% = Sales invoice No

%INVOICE-AMOUNT% = Sales Invoice Amount

Can we do this without any customizations?

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

YUN ZHU 95,305 Super User 2025 Season 2 on at

Like (0)

Report

Need to add variable vales when sending the sales invoices and quotes.

As far as I know this can't be done.
In some standard reports, these are fixed. Unless you customize a new report or create a new Word Template.

It may be easier to use Word Template

https://yzhums.com/12509/

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No