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Is it possible to automate and/or batch email posted Sales Invoices in Business Central?

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Posted on by Community Member

Greetings,

I've searched through the Forums and Google, and can't seem to find a definitive answer...

Is there any way to automate the batch emailing of posted invoices (preferably a solution that didn't involve coding or a subscription add-on), or is the individual "Post & Send" the only option ?

Also, is there a report that can be run listing all of the Sales Invoices emailed or posted in a given period (with filters such as Client, time frame, etc.?).

Many thanks!

Paul

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MahGah 15,529 on at

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Hi

As far as I know and heard it is no out of the box function available for this purpose. Either you need to consider development or 3rd party add-on.

Also, I am not aware of such a report. As far as I know it is no direct way in any 3rd party add on as well for such a report. if you consider development then you can add such a report through development.

Thanks

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JAngle 133 on at

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This is worth reviewing: joshanglesea.wordpress.com/.../

“No. Printed” represents when an invoice has been printed or emailed. However, an interaction log will be created as well and that holds the date and time detail you’re concerned about. Interaction logs can be picked up from the contact card.

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MahGah 15,529 on at

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Josh

Thanks for that great article. Really appreciate it. It helped me to learn the power of Power Automation.

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Richard Mayo on at

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After much research and head scratching, ive figured out a way to do this using Power Automate.

Below is a picture of my flow and a bit of detail around how the flow is made. NOTE, im using Simple Object Designer to expose table 112

From top to bottom

When a new record is created in table 112, sales_invoice_header (which is where posted sales invoices live)

Get the record details

Using a condition, check the record for the field no_printed and make sure its 0. We dont want to send emails to clients we have already sent them a copy of

If condition not met (i.e its already been sent) then terminate with "Cancelled"

If condition met then find the record using the default API v2.0 and table salesInvoices. Use the filter query (number eq 'no_') which is the sales invoice number from the step 2

Add apply to each (not sure if this is needed as it will only ever pull one record, but Power Automate automatically added it)

Finally, execute the action "salesInvoice-send" from API v2.0 using the ID from step 5

Seems to be working for me.

NOTE this is only for posted sales invoices. not credit memos, etc.

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Aurelio 84 on at

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*Can delete this post*

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KasparsSemjonovs 4,764 Super User 2025 Season 2 on at

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Actually it should be possible within BC.

By filtering Posted Sales Invoices You want to send out, select all, and Press the Send button. It will ask whether to use specific Document sending profile, or check each customers (provided in Customer card).

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