Dynamics Community Forum Thread Details

Email Invoices to Customers

Hello,

how do I send customer invoices from the Invoice journal to specific customers after the invoices have been posted?

I am ware of the Print Management Setup but I do want to do this not fully automated at the time when the invoice is posted.

Any guidance on how to do this would be much appreciated.

Many thanks

Hi,
As far as I know, it is common practice to configure Print Management to send invoices via email. Print Management enables the user to control the printing settings of selected reports. By using Print Management, you can set these options for each customer and select Print Management whenever you invoice a customer. Depending on that particular customer's settings, it will be sent via email, printed hard copy, or any other method of your choice. Print Management allows you to send invoices via email or from a batch process. For requirements that are not fully automated, the system does not yet have this functionality as standard, and the relevant documentation and blogs do not seem to have or mention this functionality out of the box.
This blog introduces how to configure print management. You can refer to the following:
http://d365tour.com/en/microsoft-dynamics-d365o/document-print-management-email/
The old thread about the problem has also been found for you, you can also simply check:
Solved: How to send Free Text Invoice to Customer by Email (dynamics.com)
Best Regards,
Hana

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