Mass email customer statements

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Posted on by James McCullough

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Hey Everyone:

Sorry for asking something so (seemingly) inane, but I've been searching the 'net for this and I can't find it. How do I send all customers their statements through email WITHOUT having to hit /send/, /send/, /send/ on a million emails? And I do NOT want instructions on how to send an individual one. That's easy... I'm looking for mass sending. How does this work in Business Central? I'm flummoxed, because the only thing I can find is the /customer statements/ report, but it doesn't seem to actually email.

Can someone help?

Thanks.

-J

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Community member 6 on at

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Mass email customer statements

Hello,
Please try out this app.

https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.nmatrixconsultingservicespteltd1615266682374%7CAID.nmxemailcustomerstatement%7CPAPPID.95d27356-66a1-4189-aa3f-36d6938a7f02

https://www.linkedin.com/posts/nmatrix_hello-how-can-i-design-a-system-to-automatically-activity-7127660588826071041-m8vJ?utm_source=share&utm_medium=member_desktop

Thanks

Sankar P
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KasparsSemjonovs 3,747 Super User 2024 Season 2 on at

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Mass email customer statements

I'm not sure regarding this, so maybe a developer can re-check the code what setup is taken in the process...

but You can check/test these 2 things:
1) In Report Selection - Sales, check that for Customer Statement You have a layout being used for E-mail body (attachment is optional)

2) in customer card there is a field in General tab - Document Sending Profile. Crete one that has E-mail yes, and make this a default one. If it works, You can then update all customer cards with the default profile or create them as needed.

Interesting that You got a PDF with all the customer information. If You select just Print to PDF, it creates separate files for each customer in the specified folder.
Brett F 173 on at

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Mass email customer statements

Do you have this Print Although Email is Missing on?

Do you have the Send To Email filled out in Document Layouts for each customer?
James McCullough 290 on at

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Mass email customer statements

Thanks everyone for the response, two things:

1. I do development, so I could write the customization myself. I just had hard time believing that it would require the customization.

2. @KasparsSemjonovs: when I run it to email, it gives me a PDF, not the email. I'm wondering, am I missing a setup step? A configuration? Am I just dumb? Like, I would've thought that running to email would do it, too, and I tried that, but no dice. It just gave me a really big PDF with everyone's tatement in it...

Thanks!

-J
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KasparsSemjonovs 3,747 Super User 2024 Season 2 on at

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Mass email customer statements

It is pretty much straight forward - Run the report Customer Statement, enter the needed details of starting/ending date and if needed a filter for some specific group of customers.
The main thing here is the Report Output = Email.
By hitting OK, the each customer processed will get an e-mail with their statement.
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Inge M. Bruvik 32,744 Moderator on at

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Mass email customer statements

I do not think you can achieve this with out doing some customization in AL.

So if you are not familiar with AL development you should contact your partner and have them assist you with a customization for this.

It is not a very hard customization to make.