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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to crate MONTHLY S...
Small and medium business | Business Central, N...
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How to crate MONTHLY Statement to email or mail on the 1st of the month

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I am the AR, and I need to figure out how I send out my customers monthly statement, weather it is by email or mail?
 
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Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
Dynamics 365 Business Central
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    YUN ZHU Profile Picture
    YUN ZHU 74,148 Super User 2024 Season 2 on at
    How to crate MONTHLY Statement to email or mail on the 1st of the month
    Hi, I think it depends on whether the client wants paper or electronic.
    As Dallefeld mentioned, automatically sending statements to customers is not a standard feature in BC.
    There are generally two solutions. One is to use AL custom extensions.
    Another one is to use Power Automate, although not exactly the same, I hope the example below can give you some hints.
     
    Hope this helps
    Thanks.
    ZHU
  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,425 User Group Leader on at
    How to crate MONTHLY Statement to email or mail on the 1st of the month
    There is a report or maybe two different reports for customer statements. You can setup Customer Document Layouts for email addresses but emailing all the reports at once is not a standard feature. You can designate which customers you want to print statements for, if you are not doing every one, then print and email.
     
    Sounds like you need some training, check out Microsoft Learn documents on Customer Statements

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