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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to Setup Collectio...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to Setup Collection Letter printing to send to email

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Posted on by AX Fanatic 38

Hi All,

Good day! I would like to get an advice from you on how to setup this print management setup of Collection Letter? 

It is under Credits and collection > Collection letter > Review and process collection letters. I need this to print

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  • Suggested answer
    Magno Pereira Profile Picture
    Magno Pereira 2,437 Moderator on at

    Hi AX Calvin,

    You can configure the printing management with the destination email for the legal entity.

    - Accounts receivable > Setup > Forms > Form setup

    - Then, go under General and open the Print management form

    - Choose Collection letter note and click on the printer setup

    - Select the Email option

    - To automate filling out the To, you can use the contact purpose or primary contact for each customer. More details here: Set up print management for a customer or vendor | Microsoft Learn

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