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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?

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 103,282 Super User 2026 Season 2 on at

    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 21,812 Moderator on at

    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
    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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