News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Automatically Email Cu...

Small and medium business | Business Central, N...

Suggested answer

Automatically Email Customer Statements

(1) Share

Report

Report

Posted on by GS-17051342-0

126

Is there a way to schedule a job in Business Central to automatically email out customers their statements at the end of the month?

Categories:

Dynamics 365 Business Central

Dynamics 365 Business Central

Dynamics 365 Business Central

All responses Img

All responses (4)

Answers Img

Answers (0)

Suggested answer

YUN ZHU 75,561 Super User 2024 Season 2 on at

Like (0)

Report

Automatically Email Customer Statements

Unfortunately, it seems that it can only be sent manually or customized by the partner.
Hopefully other experts can give you better advice.

Thanks.

ZHU
GS-17051342-0 126 on at

Like (1)

Report

Automatically Email Customer Statements

ZHU,

I tried your last method. This just emails it to yourself. Doesn't actually emails it to the customer.
GS-17051342-0 126 on at

Like (1)

Report

Automatically Email Customer Statements

I am not a programmer so I do not believe the first two will work. I will check the last method.
Suggested answer

YUN ZHU 75,561 Super User 2024 Season 2 on at

Like (1)

Report

Automatically Email Customer Statements

As far as I know, this requires some minor customization.

https://yzhums.com/7485/

http://www.mynavblog.com/2019/12/17/sending-mails-in-the-cloud/

Or you can try the following method.

https://www.kaispe.com/report-scheduling-in-business-central-online-a-step-by-step-guide-by-using-job-queues-and-printer-settings/

Thanks.

ZHU

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,602 Super User 2024 Season 2

#2

Martin Dráb 230,340 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans