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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Check whether a sales ...
Small and medium business | Business Central, N...
Suggested answer

Check whether a sales invoice has been sent to customer

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Posted on by JR61 46

Hi,

When posting a sales order it will transform into a posted sales invoice. However, when you choose not to send the invoice to the customer when posting the sales order, then the customer will not receive the invoice in his mailbox.

Is there a possibility to check whether an invoice has been sent to the customer or not? This could reduce mistakes.

Thank you!

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    JAngle Profile Picture
    JAngle 119 on at
    RE: Check whether a sales invoice has been sent to customer

    Most reliable would be to check the interactions log. This is driven by contact data. Go to the contact and check. It will show all document focussed communications made. This depends on certain setup: docs.microsoft.com/.../admin-how-setup-email

    Less reliable would be the posted sales invoices table has a field for “No. Printed”.

    Check the last section:

    docs.microsoft.com/.../ui-how-send-documents-email

  • makdaddy8888 Profile Picture
    makdaddy8888 60 on at
    RE: Check whether a sales invoice has been sent to customer

    is this at all helpful? docs.microsoft.com/.../marketing-set-up-email-logging

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