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

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Automatically Email Customer Statements

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Posted on by GS-17051342-0

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

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Dynamics 365 Business Central

Dynamics 365 Business Central

Dynamics 365 Business Central

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YUN ZHU 99,322 Super User 2026 Season 1 on at

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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

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GS-17051342-0 360 on at

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

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GS-17051342-0 360 on at

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ZHU,

I tried your last method. This just emails it to yourself. Doesn't actually emails it to the customer.

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YUN ZHU 99,322 Super User 2026 Season 1 on at

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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

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