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Suggested answer

Exclude certain accounts when sending customer statements

Posted on by 10

I have 40 customers that I would like to exclude from our monthly customer statement bulk mailer. How do I go about excluding just these customers when using the bulk mailer. I am using Microsoft Dynamics Navision 2018

  • Suggested answer
    Dirk Profile Picture
    Dirk on at
    RE: Exclude certain accounts when sending customer statements

    It needs to be unchecked.

    If it just works for "print" and not for "send" please ask your CSP (partner) to log a service request with Microsoft

  • Jilly_0212 Profile Picture
    Jilly_0212 10 on at
    RE: Exclude certain accounts when sending customer statements

    I've seen this check box but does it need to be checked or unchecked to stop the statement from sending.

  • Suggested answer
    Dirk Profile Picture
    Dirk on at
    RE: Exclude certain accounts when sending customer statements

    On the customer card page there should by a flag "Print Statements".

    <Specifies whether to include this customer when you print the Statement report.>

    Does it work is you disable this flag for your 40 customers?

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