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Dynamics 365 Community / Forums / Finance forum / Sending invoice via em...
Finance forum

Sending invoice via email from Invoice journal form

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Posted on by bankk 6,603

Hello,

On the Invoice journal form (AR > Inquiries and reports > Invoices), there is a Send drop down on the Invoice tab. I take this as an option to generate the invoice report and send it via some electronic medium. When I attempt Send > Original, I'm met with an error "Electronic document properties is not specified in Customer parameters". I'm not sure how to setup these properties.

What I'm exploring is if there is an option available to email an invoice from the Invoice journal screen to a third-party address NOT setup against the customer account or in print management. For example, as a one-time request if a customer wanted us to resend an particular invoice to their audit department email address rather than to AR. Yes, I understand we can generate the invoice, save it off, and manually email, but the volume of these request may not make that a viable option. 

Thank you!

Categories:
Development / Customization / SDK
  • bankk Profile Picture
    bankk 6,603 on at
    RE: Sending invoice via email from Invoice journal form

    Hello,

    Along the same line as in the original question, is it possible to pass along the printer setup parameters (specifically for email) in a call to the report menu? I need to override the default behavior which prints to screen.

    new MenuFunction(menuitemOutputStr(SalesInvoiceOriginal), MenuItemType::Output).run(args);

  • bankk Profile Picture
    bankk 6,603 on at
    RE: Sending invoice via email from Invoice journal form

    Appears we'd have to make a customization if we want the email function (free text entry of email address).

    I will certain look at your suggestion regarding blackice. Thank you.  

  • Suggested answer
    Eugen Glasow Profile Picture
    Eugen Glasow 6,357 on at
    RE: Sending invoice via email from Invoice journal form

    P.S.: if you wish to reduce the number of clicks, activate docs.microsoft.com/.../preview-pdf-documents first, then install a local virtual printer like this: www.blackice.com/Print2Email.htm

  • Suggested answer
    Eugen Glasow Profile Picture
    Eugen Glasow 6,357 on at
    RE: Sending invoice via email from Invoice journal form

    The Send button is a EDI function. It doesn't send a carbon copy but a fully abstract electronic document.

    And yes, to send a raster copy per e-mail with one click the recipient must be entered in the Print management parameters.

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