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Automatically mass sending of invoices via email.

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Posted on by Celeste Bello

I need to send a lot of invoices by email every month.

Now I have to press "Send email" button for each selected invoice, but I need to automate the process without having to click hundred times.

Any help would be appreciated

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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Automatically mass sending of invoices via email.

If your system is properly configured you should be able to use the post & send function for a batch of invoices. Then the system should post and send the invoice in the same process. Then you do not need the sending as a separate step in your process.
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Nitin Verma 21,091 Super User 2024 Season 1 on at

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RE: Automatically mass sending of invoices via email.

In standard system there is no way to send the multiple invoices email together, to achieve that you need to consult your development team to customize the solution for you.

Thanks.
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YUN ZHU 74,148 Super User 2024 Season 2 on at

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RE: Automatically mass sending of invoices via email.

Hi, Daniele, I don't know where your answer came from, maybe AI? But as far as I know, there is no "Batch Send" action on the Sales Invoice page and Posted Sales Invoice page.

Hi, Celeste.

As far as I know it is no out of the box function available in Business Central.

But generally there are two ways to try.

1. Using Power Automate

https://joshanglesea.wordpress.com/2020/07/31/business-central-batch-post-and-e-mail/

2. Make a customization.

https://yzhums.com/1799/

Hope this can give you some hints.

Thanks.

ZHU
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DAnny3211 9,272 Super User 2024 Season 1 on at

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RE: Automatically mass sending of invoices via email.

hi

you can use the "Batch Send" feature to send multiple invoices by email at once. Here are the steps to do it:

Go to the "Sales Invoices" page.

Select the invoices you want to send by email. You can do this by clicking the check box next to each invoice in the list.

Click the "Batch Send" button in the "Actions" tab of the ribbon.

In the "Batch Send Invoices" window, select the email template you want to use and choose the email addresses you want to send the invoices to.

Click "OK" to send the selected invoices by email.

You can also set up a recurring batch job to automatically send invoices by email on a regular schedule. To do this, go to the "Job Queue" page, create a new job queue entry, and specify the codeunit and function that you want to use to send the invoices. This will allow you to automate the process and save time on manual clicks.

DAniele