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Auto Send Customer Statements

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Posted on by Amanda Robinson

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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?

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Financial Management

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Ben Cole 2 on at

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Auto Send Customer Statements

We had to create a customization for this, but also enhanced it to include the invoice copies as a separate attachment when emailed (optional setting) as well as part of our Invoice and Statement Delivery offering if you wanted to test it out you can download it below.

https://erpconnectconsulting.com/collections/bc-toolbox
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Nitin Verma 20,991 Super User on at

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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.

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YUN ZHU 64,563 Super User on at

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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

Hope this helps.

Thanks.

ZHU

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