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Send Sales Invoice report as pdf to customer after they run the report (via email)

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Posted on by jdrco

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My scenario is this: when the sales invoice report is run, then I want to email the associated customer with the report attached as a pdf. How do I automate this with a report extension? Or any other method?

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Vaishnavi J 3,062 on at

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Hi,

There is send action in Posted Sales Invoice Document.

and select email as yes and then click on OK.

you need to setup email setup in business central which will be the From part of mail.

Refer the below link for more information for email setup configuration.

www.cloudfronts.com/.../

Once you have completed the email setup you would be able to send email to customer email address.

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

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jdrco 481 on at

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Vaishnavi Joshi how about for a report like the 'Vendor Trial Balance (329)'? There is no send email option for that one:

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Teddy Herryanto (Th... 14,284 Super User 2025 Season 2 on at

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If there is no send function, you will need to send it manually or contact your partner to customize it for you.

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Dallefeld 211 User Group Leader on at

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I do this right out of the box. I choose Post/Send from the sales invoice. I get an invoice pdf that is attached to an email. The email body will have a little detail, I formatted mine to have my logo. The send to email is populated, I review and sometimes add a note to my customer and press send.

You do need to have your Customer Document Layouts setup.

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