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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Auto Send Customer Sta...
Small and medium business | Business Central, N...
Suggested answer

Auto Send Customer Statements

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Posted on by Amanda Robinson 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?

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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 93,939 Super User 2025 Season 2 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

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,698 Moderator 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
    Ben Cole Profile Picture
    Ben Cole 6 on at
    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.
     

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