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Microsoft Dynamics NAV (Archived)

Bulk Sending of invoices to customers

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Posted on by 15

Is there capability to email/send bulk emails with invoice attachments for each to the customers  at once. 

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  • Suggested answer
    Suresh Kulla Profile Picture
    50,237 Super User 2025 Season 2 on at
    RE: Bulk Sending of invoices to customers

    Yes, it is possible but you need to customize or create a report for it. For How to send an email with an attachment, please check this post for the code, you need to this logic and implement it to your needs.

    https://community.dynamics.com/nav/b/ishwarsblogspot/archive/2016/09/26/send-mail-with-attachment-in-nav-2013-r2

  • Suggested answer
    AJAnsari Profile Picture
    5,754 on at
    RE: Bulk Sending of invoices to customers

    Yes, in NAV 2017 (and 2016 too, if I remember correctly) there are improvements on this front that allow you to send bulk e-mails with invoice attachments. But the out-of-the-box functionality requires some manual interaction to click OK for each e-mail.

    Go to Posted Sales Invoices, select multiple rows, and click on 'Send...' in the ribbon. You will be prompted to confirm if you'd like to e-mail them (or use another option available in the Document Sending Profile), and it will then create an e-mail template.

    If the invoices are for the same customer, it will consolidate it into one e-mail, and call the Attachment "Sales Invoices.pdf". The body of the e-mail will need updating, because the default E-mail Body Template is set up for a single invoice. You can create a custom message or modify the E-mail Body Template to your liking.

    If you select invoices for different customers, you will see a Send Email for the first customer's invoice(s). Hit OK to send that ((or cancel if you change your mind), then you will be presented with the second customer's invoices(s), and so on.

    I hope this helps. If my response has answered your question, please take a moment to verify by clicking Yes next to "Did this answer your question?"

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