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Email Invoice Templates - CAD vs US

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Posted on by Magnified

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.

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Inge M. Bruvik 1,043 Moderator on at

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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.

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Valentin Castravet 29,792 Super User 2025 Season 2 on at

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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.

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YUN ZHU 92,758 Super User 2025 Season 2 on at

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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.

Hope this helps.

Thanks.

ZHU

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