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Finance | Project Operations, Human Resources, ...
Suggested Answer

Skip statement printing for customers without email

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Posted on by 321
I have a question, so we have some accounts which have no email address, so D365 prints the customer statement automatically, I don't want the system to print them out at all, where do I need to go in all customers to disable it
 
 
 
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  • Suggested answer
    Giorgio Bonacorsi Profile Picture
    2,232 on at
    Hello,
     
    There are several ways, but the quickest is: set the account statement frequency to Never for these clients.
     
     
    Then when you print your account statement, insert a filter to exclude these client base on this field:
     
    Thank you,
    Giorgio
     
     
  • MH-12092052-0 Profile Picture
    321 on at
    Thanks Giorgio, we will apply.

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