Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Suggested answer

Attach Sale invoice with Reminder

(0) ShareShare
ReportReport
Posted on by 55

Hi,

I want to send the Sale invoice as an attachment when I send a reminder by email to the customer. So how can I do that?

  • Suggested answer
    Ghulam_Mustafa Profile Picture
    55 on at
    RE: Attach Sale invoice with Reminder

    Thanks, everyone for the suggestions.

    Scenario: Before the development, when I try to send the reminder as an email it only adds the reminder report so I need a sales invoice as an attachment.

    I had done the task and here is the code:

    pastedimage1670582852700v1.pngpastedimage1670582910131v2.png

  • Suggested answer
    pankaj.k Profile Picture
    976 on at
    RE: Attach Sale invoice with Reminder

    Hi Ghulam,

    your requirement needs to be developed but  no worries  its possible  i attached code for you this will help to develop.

    this code helps you to  attached file and  Send Email. 

    attechment.PNG

        procedure SendPaperStatementMail(Var Rec_AccountNumber: Text)
        var
            email: Codeunit Email;
            emailMsg: Codeunit "Email Message";
            tempblobcu: Codeunit "Temp Blob";
            cnv64: Codeunit "Base64 Convert";
            InStr: InStream;
            txtB64: Text;
            Text001: Text;
            RecRef: RecordRef;
            Outstreamreport: OutStream;
            LoanStatement: Report "Loan Statement Report";
            LoanHeader: Record Ecl_LoanHeader;
            char13: Char;
            char10: Char;
            NewLine: Text;
            cominfo: Record "Company Information";
            custrec: Record customer;
            SalesRec: Record "Sales & Receivables Setup";
        begin
            cominfo.Get();
            SalesRec.Get();
            LoanHeader.Reset();
            LoanHeader.SetRange(AccountNumber, Rec_AccountNumber);
            IF LoanHeader.FindFirst() then
                if SalesRec.PaperStatementEmail <> '' then
                    if custrec.get(LoanHeader."Customer No.") then
                        if custrec.ecl_SendPaperStatement then
                            if (LoanHeader."Statement Date" <> 0D) or (LoanHeader."Statement No" <> 0) then begin
                                RecRef.GetTable(LoanHeader);
                                tempblobcu.CreateOutStream(Outstreamreport);
                                Report.SaveAs(50191, 'Test', ReportFormat::Pdf, Outstreamreport, RecRef);
                                char13 := 13;
                                char10 := 10;
                                NewLine := char10;
                                Text001 := StrSubstNo('Dear %1,', LoanHeader.name);
                                Text001 += NewLine + NewLine;
                                Text001 += StrSubstNo('Please find attached your monthly statement for your Coogans Account %1 which has a current balance of $%2.',
                                                    LoanHeader.AccountNumber, format(ROUND(LoanHeader.LastClosingBalance, 0.01, '='), 0, '<Precision,2:2><Standard Format,0>'));
                                Text001 += NewLine + NewLine;
                                Text001 += StrSubstNo('The minimum payment required for this month is $%1 and it is due on %2.', format(ROUND(LoanHeader.Minimum_Payment, 0.01, '=') +
                                                        LoanHeader.Total_Arrears, 0, '<Precision,2:2><Standard Format,0>'), Format(LoanHeader.NextDueDate, 0, '<Day,2>/<Month,2>/<Year4>'));
                                Text001 += NewLine + NewLine;
                                Text001 += StrSubstNo('Please contact us on %1 if you have any questions or would like to speak to us about your account.', cominfo."Phone No. 2");
                                Text001 += NewLine + NewLine;
                                Text001 += NewLine + NewLine;
                                Text001 += 'Sincerely';
                                Text001 += NewLine + NewLine;
                                Text001 += 'The yyy Team' + NewLine;
                                Text001 += cominfo."Home Page" + NewLine;
                                text001 += cominfo."Phone No. 2";
                                tempblobcu.CreateInStream(InStr);
                                txtB64 := cnv64.ToBase64(InStr, true);
                                emailMsg.Create(SalesRec.PaperStatementEmail, StrSubstNo('Paper Statement for the Loan Account No. %1', LoanHeader.AccountNumber), Text001);
                                emailMsg.AddAttachment('Statement for ' + LoanHeader.name + ' as of ' + Format(LoanHeader."Statement Date", 0, '<Day,2>-<Month,2>-<Year>') + '.pdf', 'application/pdf', txtB64);
                                IF email.Send(emailMsg) then;
                            end;
        end;

    Please check More information about reminder :- https://learn.microsoft.com/en-us/dynamics365/business-central/receivables-send-reminders

    Thanks 

    Click on Yes button if my answer helped you.

  • Suggested answer
    Amit_Sharma Profile Picture
    2,547 on at
    RE: Attach Sale invoice with Reminder

    for this, do customization at sending reminder event. Consult your Partner.

    Regards

    Amit Sharma

    www.erpconsultors.com

  • Suggested answer
    DAnny3211 Profile Picture
    9,278 Moderator on at
    RE: Attach Sale invoice with Reminder

    hi

    look this

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

    but I think for your purpose you need a development in AL

    DAniele

  • Suggested answer
    Nitin Verma Profile Picture
    21,565 Moderator on at
    RE: Attach Sale invoice with Reminder

    Hi,

    Just go to the Posted sales invoice and check Send button, you can have an idea how to make a Email reminder.

    Also please consult with your development partner to achieve this.

    Thanks.

  • Ghulam_Mustafa Profile Picture
    55 on at
    RE: Attach Sale invoice with Reminder

    Do you how can i do this because i am working on that to create custom functionality?

  • Suggested answer
    Manan_Shah Profile Picture
    1,459 on at
    RE: Attach Sale invoice with Reminder

    Hi Ghulam,

    To achieve this. Please ask your development partner to develop this custom functionality


    Hope this will help. 

    Many Thanks,
    Manan

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
Sohail Ahmed Profile Picture

Sohail Ahmed 1,452

#2
YUN ZHU Profile Picture

YUN ZHU 1,313 Super User 2025 Season 1

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 1,083 Most Valuable Professional

Featured topics

Product updates

Dynamics 365 release plans