Post & Send Multiple Invoices

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Posted on by AkaiRingo3559

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.

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Dynamics 365 Business Central

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AkaiRingo3559 on at

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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!
AkaiRingo3559 on at

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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?
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YUN ZHU 81,851 Super User 2025 Season 1 on at

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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

As for automatic mailing, this may require some customization.

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

Hope this will help.

Thanks.

ZHU
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Dallefeld 175 User Group Leader on at

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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?
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Inge M. Bruvik 1,021 Moderator on at

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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.