Finance | Project Operations, Human Resources, ...

Setup in print management of free text invoice to be sent by e-mail to customers email adress

(1) Share

Report

Posted on by Kristina K

270

Hello

I am trying to find out the correct setup in print management for sending the created free text invoice buy mail to the customers email adress.

I do not know what to put in here.

Is there a good link or video to this specific setup?

Email destination is not properly configured as the ‘Email source account’ is not set. It will cause issues at runtime as there will be impossible to find a party to which a generated document must be delivered as an attachment of the electronic mail message

All responses (5)

Answers (0)

Hana Xue Microsoft Employee on at

Like (0)

Report

Setup in print management of free text invoice to be sent by e-mail to customers email adress

Hi,
Haven’t heard from you for a long time. If the answer is useful, please mark it as verified to help more people. Thanks in advance.
Best Regards,
Hana
Suggested answer

Alireza Eshaghzadeh 13,685 Super User 2025 Season 1 on at

Like (0)

Report

Setup in print management of free text invoice to be sent by e-mail to customers email adress

Hi Kristina,

You need to set Email to as follows:

In the model mapping, email is binded to customer primary email :

You can do the same process for Email from and bind to to legal entity email address

I hope it provides you a solution for the issue.
Suggested answer

Ramit Paul 22,600 Most Valuable Professional on at

Like (0)

Report

Setup in print management of free text invoice to be sent by e-mail to customers email adress

HI,

The screen shot you posted here, thats not the correct navigation, you need to setup from AR module- form setup- print management setup.
Suggested answer

Hana Xue Microsoft Employee on at

Like (0)

Report

Setup in print management of free text invoice to be sent by e-mail to customers email adress

Hi,
You can check out an old, verified thread about this issue which provides a link you can refer to.
Solved: How to send Free Text Invoice to Customer by Email (dynamics.com)
In addition, I also found a blog related to print management for you, which you can check out if needed.
https://dynamics-tips.com/print-management/?expand_article=1
Best Regards,
Hana
Kristina K 270 on at

Like (0)

Report

Setup in print management of free text invoice to be sent by e-mail to customers email adress

test