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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to change Sales in...
Finance | Project Operations, Human Resources, ...
Suggested answer

How to change Sales invoice file name sent in Email?

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Posted on by nihad 180

Hi everyone

I send selling invoices to our clients in Email, is there away to change the PDF attachment name to just the invoice number.

at the moment it shows company name with invoice number in the end

Kind regards

Categories:
Microsoft Dynamics GP
  • Community member Profile Picture
    Community member 3 on at
    How to change Sales invoice file name sent in Email?
    I don't know if this answers your question but there is an EventSubscriber in the codeunit 'Document-Mailing' where you can subscribe and change the parameters to change the name of the uploaded PDF, for example when sending an invoice by mail.
     
    Best Regards,
  • jwalker Profile Picture
    jwalker 5 on at
    RE: How to change Sales invoice file name sent in Email?

    Does anyone know if this is available to do yet?  We would like to change /remove the attachment name to be something other than the company_invoice name. We are currently on version 18.5.1596.

  • Verified answer
    Jeff Grant Profile Picture
    Jeff Grant on at
    RE: How to change Sales invoice file name sent in Email?

    Hello,

    Although a common request there is not an option available to change the default attachment naming convention in the current build of Dynamics GP.

    Best Regards,

    Jeff Grant

    Microsoft Dynamics GP

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