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Emailing a Posted Sales Invoice to the Bill-To Customer's Email Address

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Posted on by nimaladasa

In testing for a client implementation we discovered that the Send Invoice by Email function in the Business Central Posted Sales Invoice page defaults to the Customer's Sell-To Email. The whole purpose of being able to define a seperate "Bill-To" customer is to be able to send this invoice to that contact instead.

This works fine if the Sell-To email is empty but is not the case for all customers obviously.

Is there any OOB configuration we are missing somewhere that enables sending the Posted Sales Invoice to the "Bill-To" Customer or is this feature not available in Business Central?

Thanks

Trevin

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MahGah 15,443 on at

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RE: Emailing a Posted Sales Invoice to the Bill-To Customer's Email Address

Hi

As Marco mentioned you can use document layout for OOB function see the following guideline

stoneridgesoftware.com/.../

However, we had the same requirement and realized it will be too much to go through this process every time we set a new customer up. We ended up using app named "Clever Document Delivery". Using this app we could setup how we want to send email as a general setup (or multiple setup for multiple purposes).

appsource.microsoft.com/.../PUBID.tecman|AID.clever-doc-delivery|PAPPID.5c032249-1bf7-4cab-8543-e39b3c14896e

docs.cleverdynamics.com/.../
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Marco Mels on at

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RE: Emailing a Posted Sales Invoice to the Bill-To Customer's Email Address

Hello,

You can create a document layout for the Customer and use the mail address of the Bill-To Customer instead.

Thanks.