Emailing Posted Sales Invoice - No PDF Attachment

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Posted on by scruffysjb

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On a posted sales invoice, following taking the Print/Send option, when I do Send or Email even though PDF Attachment is selected I do not get the invoice as a PDF in the email.

Sending Profile seems ok.

What I've needed to do from the Email option above is to "Attach as PDF" - that puts the PDF into the attachments and then "Attach File" to attach the PDF from the attachments.... (Hope that makes sense).

From everything I've read I should be able to automatically have the invoice as a PDF attachment once "PDF Attachment" option is selected.

Anyone any ideas what I'm doing wrong?

Simon

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AriaConsulting 2 on at

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RE: Emailing Posted Sales Invoice - No PDF Attachment

Kenneth Ariel Chaves Herrera

That link is for D365 for Sales (specifically Enterprise license) which has nothing to do with Business Central except also living in the overall D365 cloud.

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scruffysjb 123 on at

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RE: Emailing Posted Sales Invoice - No PDF Attachment

Microsoft Support sorted this out for me.

The issue was in the default Document Sending Profile. Disk was set to "No" and Email was set to "Yes" - for some unknown reason, these needed to be reversed.

Simon

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Community Member on at

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RE: Emailing Posted Sales Invoice - No PDF Attachment

Simon,

Do me a favor and check the Report Selection - Sales for the Usage = Invoice and see if the Use for Email Attachment is checked.

Thanks,

Steve

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scruffysjb 123 on at

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RE: Emailing Posted Sales Invoice - No PDF Attachment

I'll do that - thanks

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Kenneth Ariel Chave... on at

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RE: Emailing Posted Sales Invoice - No PDF Attachment

Hi scruffysjb, I hope you are great.

I would recommend you opening a ticket in Microsoft Support so they can help you finding a solution for your problem.

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scruffysjb 123 on at

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RE: Emailing Posted Sales Invoice - No PDF Attachment

Nope - that's not the issue. Business Central can create the invoice PDF just fine - it's just not attaching it to the email like the documentation says or like other users seem to be experiencing.

As it's working for other users, I'm assuming I have something setup wrongly.

Thanks, Simon

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Kenneth Ariel Chave... on at

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RE: Emailing Posted Sales Invoice - No PDF Attachment

Hi scruffysjb, I hope you are doing good.

This documentation could be especially useful when implement what you are needing:

Create PDF files from sales records - Sales Enterprise | Microsoft Docs

If this answers your question, please check it as verified to help others find useful information.

Welcome to this amazing community.

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scruffysjb 123 on at

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RE: Emailing Posted Sales Invoice - No PDF Attachment

Nope.

Here's what I see:

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JAngle 113 on at

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RE: Emailing Posted Sales Invoice - No PDF Attachment

So when you tap “Send by email” you don’t have an attachment like below:

The feature you’re referring to is helpful once an invoice has been sent as you can see download the attachment without printing. Otherwise it is used to draw in other attachments which aren’t the invoice or document - like assembly instructions or T&C’s

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