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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Sending Posted Sales I...
Small and medium business | Business Central, N...
Suggested Answer

Sending Posted Sales Invoice to 8k customers with combined PDF option for each customer

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Posted on by MahGah 15,529

Our client has more than 8k customers. Each customer wants that their invoices combined in one PDF

Of course we tried this method https://yzhums.com/8233/ but this does not work when user select invoices from different customers 

 In other words, in Document Sending Profile we can do this but then when all invoices selected they need to go through pop up settings 8k times since if they select use the default profile. then system does not combine PDF and if they select Confirm the First Profile then it is 8k times popup message.

 

Any easier method for this that user can do this once without popup message shows up that many time (each time when system start processing invoices for new customer) 

 

Thanks 

 

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Graeme_Farquhar Profile Picture
    Graeme_Farquhar 38 on at
    Hi there,
     
    I understand that you'll be looking for a solution within Business Central. However, if you are unable to solve your issue internally, you could consider Zetadocs Delivery, which sounds like it will meet your needs.
     
     
    Here is a whitepaper describing the benefits of using a third-party add-on for document delivery on Business Central.
     
    Hope this helps,
    Graeme
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,397 on at

    Hi ManGah,

    Thanks for your detailed question! Sending posted sales invoices to 8,000 customers with a combined PDF per customer is a common requirement, but Business Central’s standard functionality has limitations when processing large volumes with pop-up confirmations.

    Here are a few suggestions to streamline the process:

    1. Custom Report or Extension: The most scalable solution is to develop a custom extension that:

      • Groups invoices by customer
      • Combines them into a single PDF per customer
      • Sends them via email using the customer's Document Sending Profile
      • Suppresses pop-up confirmations using background processing

    2. Use Job Queue + Report Selections: You can schedule a custom report via the Job Queue to run in the background. This avoids user interaction and can be configured to loop through customers automatically.

    3. Third-Party Solutions: Consider using third-party tools or ISVs that specialize in document distribution and PDF merging for Business Central. Some offer advanced automation and batch processing features.

    4. Power Automate: If your invoices are accessible via APIs or OData, you could use Power Automate to:

      • Retrieve invoices
      • Merge PDFs per customer
      • Send emails automatically This approach requires some setup but avoids the UI limitations.

    Let me know if this helps, and please mark this response as helpful if it answered your question.

    Best regards!

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