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Post & Send Multiple Invoices

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Hi There,

Been looking around for an answer on this and can't find anything specific or relevant. Our sales guys want to be able to select multiple invoices and use the Post and Send action to have it post and email them as a batch. 

You can select multiple and post them and it posts them all. You can also post all of them as a batch, but there is no option to also send. 

Is this something that can be done? i.e. am I missing something, or would this require an extension?

Any guidance would be very much appreciated.

  • Suggested answer
    RE: Post & Send Multiple Invoices

    NorthW Thank you! Couldn't find anything relevant on AppSource so we coded an extension. Half a days work and the finance guys are happy (for now) so all good!

  • RE: Post & Send Multiple Invoices

    Hi Kim,

    Thanks for the insight. So when I enable it in the Sales & Receivables setup, if it's the emailing I want to automate do I use the SENDINV job queue category rather than the SALESPOST one?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 59,873 Super User on at
    RE: Post & Send Multiple Invoices

    Hi, as Kim mentioned, you should try background posting.

    More details: Post Multiple Documents at the Same Time

    https://docs.microsoft.com/en-us/dynamics365/business-central/ui-batch-posting

    pastedimage1649379450726v1.png

    As for automatic mailing, this may require some customization.

    For example: https://yzhums.com/1799/

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,415 UG Leader on at
    RE: Post & Send Multiple Invoices

    You might look are leaving the batch to post the batch and then a job queue to send the invoices?

  • Verified answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,714 Super User on at
    RE: Post & Send Multiple Invoices

    This is not possible in the standard solution. So you can either have a look in AppSource to see if there are any solutions for it there or do an extension that covers it.

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