Skip to main content
Business Central forum
Suggested answer

Auto Send Customer Statements

editSubscribe (0) ShareShare
Posted on by 5

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


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


  • 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.


    Hope this helps.



Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…


Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,030 Super User

Martin Dráb Profile Picture

Martin Dráb 222,562 Super User

nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans