Share
ReportIs there capability to email/send bulk emails with invoice attachments for each to the customers at once.
*This post is locked for comments
You’re offline. This is a read only version of the page.
15
Is there capability to email/send bulk emails with invoice attachments for each to the customers at once.
*This post is locked for comments
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?"
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
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (