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Small and medium business | Business Central, N...
Suggested answer

Where BC takes the email address in 'Send Email'?

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Posted on by

Hi all, 

For the 'Send Email' in BC, system always automatically fill up the 'To' email address. Where actually the system takes the email address from? Because I noticed that sometimes the email address filled by system is different from the 'Bill-to E-Mail' I had in the Posted Sales Invoice. Kindly advice me. Thank you.

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I have the same question (0)
  • Alex Lim Profile Picture
    on at
    RE: Where BC takes the email address in 'Send Email'?

    Hi Josh,

    I have the same question and lucky this post not too long ago.

    I understand we can use "Document Layouts" to have different emails when sending the document, which is quite handy, thanks.

    However, I found that the default email does not get from "Sell-to Contact" nor "Bill-to Contact". ( In case of not setting up the "Document Layout")

    My testing result shows me that the system always takes email in Customer Card.

    MY testing example like below

    Customer Card email : custCard@TestEmail.com

    Sell-to Contact email : SellToContact@TestEmail.com

    Bill-to Contact email : BillToContact@TestEmail.com

    I also found Online Document written that is get from "customer email address"( I assume it mean Customer Card)

    docs.microsoft.com/.../ui-how-send-documents-email

    Do you mind guide me on how to take email from contact instead of customer card? (If is control by setup)

  • Alex Lim Profile Picture
    on at
    RE: Where BC takes the email address in 'Send Email'?

    Hi Josh,

    I have the same question and lucky this post not too long ago.

    I understand we can use "Document Layouts" to have different emails when sending the document, which is quite handy, thanks.

    However, I found that the default email does not get from "Sell-to Contact" nor "Bill-to Contact". ( In case of not setting up the "Document Layout")

    My testing result shows me that the system always takes email in Customer Card.

    MY testing example like below

    Customer Card email : custCard@TestEmail.com

    Sell-to Contact email : SellToContact@TestEmail.com

    Bill-to Contact email : BillToContact@TestEmail.com

    I also found Online Document written that is get from "customer email address"( I assume it mean Customer Card)

    docs.microsoft.com/.../ui-how-send-documents-email

    Do you mind guide me on how to take email from contact instead of customer card? (If is control by setup)

  • Alex Lim Profile Picture
    on at
    RE: Where BC takes the email address in 'Send Email'?

    Hi Josh,

    I have the same question and lucky is quite a recent post.

    I understand we can use "Document Layouts" to have different emails when sending the document, which is quite handy, thanks.

    However, I found that the default email does not get from "Sell-to Contact" nor "Bill-to Contact". ( In case of not setting up the "Document Layout")

    My testing result shows me that the system always takes email in Customer Card.

    MY testing example like below

    Customer Card email : custCard@TestEmail.com

    Sell-to Contact email : SellToContact@TestEmail.com

    Bill-to Contact email : BillToContact@TestEmail.com

    I also found Online Document written that is get from "customer email address"( I assume it mean Customer Card)

    docs.microsoft.com/.../ui-how-send-documents-email

    Do you mind guide me on how to take email from contact instead of customer card? (If is control by setup)

  • Suggested answer
    JAngle Profile Picture
    113 on at
    RE: Where BC takes the email address in 'Send Email'?

    In general it is the sell-to contact or bill-to contact, depending on the document. You can override this by using settings at customer or vendor level for specific documents. Go to a customer card and look for “Document Layouts”. You can then say that invoices, for example, are sent to a collection of contacts or static typed email addresses. This is useful as orders might go to 1 email or contact, whilst invoices and statements just go to a finance email contact. A full explanation of the mentioned feature is here: docs.microsoft.com/.../ui-define-customer-vendor-document-layouts

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