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Auto Send Customer Statements

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Hello!  Is there a way to setup for ALL customer statements with a current balance to be sent automatically at the end of each month?

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 20,984 Super User on at
    RE: Auto Send Customer Statements

    Hi,

    You need to customize this and put the job queue, which will run at the end of each month.

    Thanks.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 59,873 Super User on at
    RE: Auto Send Customer Statements

    Hi, As far as I know, this requires customization.
    You can develop a Codeunit that automatically sends emails and set it to run once a month in the Job Queue.

    https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-job-queue

    pastedimage1666917960468v1.png

    Hope this helps.

    Thanks.

    ZHU

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