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Finance | Project Operations, Human Resources, ...
Suggested Answer

Need to send sales Invoice pdf file with an Email Template.

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Posted on by 207

Dear All Experts,

Hope all are doing well

I want to send a Sales Invoice as a pdf with email templates through email to our customers. 

when I'm making the sales Invoice the email template is working fine but I want to attach the sales invoice as pdf with the email template on the same email.

Thanks in Advance,

I have the same question (0)
  • Suggested answer
    Sumit Loya Profile Picture
    2,230 on at

    Cant you use Print management or Electronic reporting for the same?

  • DEEPAKNONU Profile Picture
    207 on at

    Thanks, Sumit but through print management, I can only able to send pdf to the customer but not template. I already tried this.

  • Suggested answer
    Michal Krejza Profile Picture
    on at

    Hello Deepaknonu,

    Similar scenario was discussed here: community.dynamics.com/.../619593

    Have you checked it ? Was it useful ?

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