Automatically attaching as PDF to posted sales invoice?

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Posted on by ThomasOlesenDK

Hi everybody!

When I post and send a sales invoice, I would like BC to automatically attach a PDF of this invoice to the posting.

Does anyone know if this is possible?

Thanks in advance.

Best regards,

Thomas Olesen

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Dynamics 365 Business Central

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MahGah 15,529 on at

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Hi

I know Microsoft added "Attach as PDF" to some pages. See below. But I think it is no automated way exist the way you asked for it. I think it could be an either easy customization or you may need 3rd part app for it.

www.fajdiga.info/.../

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Hi, hope the following will help.

https://yzhums.com/20657/

Thanks.

ZHU

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ThomasOlesenDK 10 on at

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@ZHU, thank you very much, that's fantastic!

Best regards,

Thomas Olesen

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Community Member on at

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Thomas,

Adding to the other replies... As YUN ZHU showed you, you can click and attach as PDF. If you are looking for more automation of this you can look at Continia Output. All my customers as for this feature and you can pick and choose those using email and those send via Postal Service.

www.continia.com/.../

Hope this helps.

Thanks

Steve

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Second76Si 25 on at

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Thank you yzhums , this is really helpful. Can this method be used with custom reports too? If so can you please advise on how to approach this? Cheers Si

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Hi, If it is the same sales invoice, you can modify the ID of the default sales invoice report, so using the above solution should solve it.

Hope this helps.

Thanks.

ZHU

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Second76Si 25 on at

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Many thanks for getting back to me on this zhu . It is not a standard report, it is a new custom report that we want to automatically attach to the sales order each time it is run.

Cheers

Si

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