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Posted on by IA-15041016-0

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Hi All,

In Dynamics 365 Finance & Operations, within the Credit and Collections module, I am using the Collections process setup feature.

I have configured the first collection step to send an email through Docentric for invoices that are more than 10 days past their due date.

However, if a customer has 5 invoices that have all exceeded this 10-day threshold, the system sends 5 separate emails—one email per invoice.

Is there a way to configure the process so that only one email is sent to the customer, containing all eligible overdue invoices instead of sending one email for each invoice?

For example, if there are 5 overdue invoices for the same customer, I would like the customer to receive a single email listing or attaching all 5 invoices.

Thanks in advance

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André Arnaud de Cal... 306,638 Super User 2026 Season 2 on at

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HI,

Can you please elaborate on what exact steps you perform in Dynamics 365 to create collection letters? Then what configuration you have for Docentric and how you send them via Docentric?

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Aayush Tiwari 64 on at

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Hello

To fulfill the requirement of "one email is sent to the customer, containing all eligible overdue invoices instead of sending one email for each invoice" I suggest to configure the collection letters functionality in D365 F&O Credit and collection module. In the Credit and collection parameters you can specify weather the collection letter is to be created invoice wise or customer wise. The collection letter will contain the list of all eligible overdue invoices.

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IA-15041016-0 313 on at

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Hi @André Arnaud de Calavon,

just to explain the process: as a first step, I want to send a follow-up email before sending the collection letter.

Then , the setup in the business document :

Email message:

I want to send a single email that includes the total amount of all invoices that are more than 10 days past their due date, and include that total amount in the email.

I'm not sure if I'm missing a step in the process.

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IA-15041016-0 313 on at

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Hi @Aayush

Thanks, for your response. However, this step has already been implemented, and it only applies to collection letters. My requirement is to send reminder emails before the collection letters.

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AT-14051257-0 2 on at

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I have the same requirement, Following this thread...

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Aayush Tiwari 64 on at

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As per my knowledge of this process :-

The D365 standard pre-collection-letter email step in Collections process setup operates per open invoice — there's no option available such as "group by customer" at that step, unlike the collection letter. This GAP looks like a standard functionality by design, not a missed config.

Regards

Aayush Tiwari

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vishalsahijwani 341 on at

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Hi ,

Please ask your development team to try to achieve this through a custom batch job created through x++ which will work along side your Docentric integration.

You can try to save the memory stream generated for each overdue invoice for a customer in a list and then pass the complete list in a container and then use it for sending 1 email with the container memory stream buffers to send all the invoices.

Parallely if you have Docentric dev support team you can ask them as well to create this extensibility.

Let us know if this helps or if you have any further questions or doubts.

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André Arnaud de Cal... 306,638 Super User 2026 Season 2 on at

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@IA-15041016-0,

Thanks for additional details. Can you please tell me from where exactly you took the first screenshot? Note that the collection letter process can bundle multiple invoices. It looks like you have an activity table where you can set-up credit management actions to be performed at specific moments. This might be triggered per open transaction. If that is the case, there is no option from here to bundle the invoices, apart from your design in Word to get more data. However, another trigger will then also collect all outstanding invoices and the client will get multiple reminders.

Have you considered using the collection letters and put the label "Reminder" on the collection letter?

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IA-15041016-0 313 on at

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@André Arnaud de Calavon

The first screenshot is from the Collection Process Setup.

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