Skip to main content

Notifications

Small and medium business | Business Central, N...
Suggested answer

Email Invoice Templates - CAD vs US

Posted on by 35

Hi there.

We are using Business Central and are starting to take advantage of emailing invoices to our customers.

We have different email templates depending on whether or not the currency of the invoice is in CAD or USD.  Each respectively showing the proper banking information for that currency.

Is there a way to dynamically choose the proper template (or enable/disable fields within the template) based on the currency of the invoice?

Presumably an alternative measure would be to set the proper default templates based on the customer, but this is a margin of error that we would like to try to avoid.

If not a way to dynamically choose - is there a way, at time of emailing invoice, a way to select which template to use for the invoice-format?

Any help would be appreciated.

Thanks.

M

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,171 Super User 2024 Season 2 on at
    RE: Email Invoice Templates - CAD vs US

    Hi, If a customer only uses one currency, you can set a different layout file for each customer in the function below. If not, as several other experts have mentioned, this requires customization.

    pastedimage1678838481964v1.png

    pastedimage1678838527547v2.png

    pastedimage1678838533665v3.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,651 Super User 2024 Season 2 on at
    RE: Email Invoice Templates - CAD vs US

    As Inge mentioned the best way is to customize the RDLC report.

    Typically the way I've done this is a simple customization to the report where if the Currency Code of the report is USD the report will display bank account information X, and if the Currency Code is CAD, the report will display bank account information Y.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Email Invoice Templates - CAD vs US

    There is no standard function for that, So it needs to be customized.

    A work around could be to use the language code, because you can have different fields where the information changes when the language code changes. But that will interfere with the standard functionality in the system, so I would not recommend that work around.

    So talk to your partner and check if they can help you with a customization around this.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,151 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,993 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans