Emailing invoices directly from AX2009 in a PDF or Create! form format

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Posted on by GraffM

Is there a way to set a flag in AX2009 to identify customers that will accept invoices via email? (The thought is to create a new customer contact TypeID for this).

Also, can a PDF be created and attached to an email, if the customers can be identified, and then sent to the customer email automatically?

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Ludwig Reinhard Microsoft Employee on at

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RE: Emailing invoices directly from AX2009 in a PDF or Create! form format

Hi GraffM,

Have you tried making use of the print management functionalities?

There you can define the format and the 'email destination'

A disadvantage is that each document is send individually, meaning that if you send 5 invoices, the customer receives 5 emails.

Probably just give it a try and see whether the standard feature is ok for you.

Best regards,

Ludwig

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