Small and medium business | Business Central, N...

Ship & Invoice Function - To Actually Send the Invoice

(0) Share

Report

Posted on by Community Member

Hello,

Is there a way please that by clicking 'ship and invoice' function from the sales order, that the invoice can automatically go to the customer, assuming the document layout and email address is populated on the customer card? At present, we have to go into them all manually and then select 'Email'?

Ideally we would like for the CC field to always be populated with the same person's email address whoever the client is (a person who works in our accounts department) and also a standard wording in the body of the email such as 'Please find attached invoice, any queries please email xxx' for example.

If there is a way to do this and it be more automated that would be fantastic.

Thanks,

Amy

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

JAngle 133 on at

Like (0)

Report
The feature already exists just not on a batch basis. Note the “Post and Send” button - screen grab from the phone app. So certainly available in the web client:

As for the email message and email addresses please review these links:

https://docs.microsoft.com/en-gb/dynamics365/business-central/ui-define-customer-vendor-document-layouts

https://docs.microsoft.com/en-gb/dynamics365/business-central/ui-how-create-custom-report-layout

if you want to have a scheduled batch post and email try this:

https://d365bcangle.wordpress.com/2020/07/31/batch-post-and-e-mail-with-power-automate-no-code/

Was this reply helpful? Yes No
Amninder 20 on at

Like (0)

Report

Josh,

How can we add a CC email in the document layouts in customers,

I want to add one of our sales rep email in cc for all customers.

Thanks.

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

Hello,

As Josh states, if you click Post and Send you are prompted to confirm the email addresses and can add a CC: at that time.

Steve

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 95,729 Super User 2025 Season 2 on at

Like (0)

Report

Hi, You can also do small customization, after the posting is completed, call the program that automatically sends emails.

More details: https://yzhums.com/1799/

Hope this will help.

Thanks.

ZHU

Was this reply helpful? Yes No