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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / email invoice by sched...
Small and medium business | Business Central, N...
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email invoice by scheduler

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Posted on by Sam Cheong 344

HI Guys,

Is anybody know any function that can make a schedule to send out invoice by email ?

Because i will have 10 recurring invoices to email my customer every month . I hope i can create the recurring invoice for the whole year, means 10 invoices x 12 months = 120 invoices just for 1 time.

Every month end, the system will automatically send the invoice to my customer accordingly. For example the invoice to charge by tenant on the renting. 

Thanks

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  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    For recurring billing this might be useful instead: moxie4nav-wordpress-com.cdn.ampproject.org/.../

    Recurring journals are good but they don't produce external facing invoices. There is no batch post and email feature but this might help: d365bcangle.wordpress.com/.../

  • Community Member Profile Picture
    Community Member on at

    Invoice Scheduler – Send Your Invoices Later

    We thought it would be great if you could create more invoices in one day and automatically send them later on a predefined date in future. This way you’ll save tons of time because you won’t need to login every time when your invoices should be sent out + you can make sure the client always gets your invoice at the right date.

    Email History – Preview Sent Messages

    We know how frustrating can be when you can’t find an email you’ve sent, so we implemented an option for you to preview all sent messages directly from the Invoice Activity History. Of course, this way you can preview all sent reminders and thanks notes + all emails that are scheduled for sending.

    Hope this information is helpful to you

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