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Send Sales invoice as an attachment when sending customer reminder

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Posted on by NT-11081004-0

Hi,

Our client has a requirement where they want to send a reminder when a customer doesnt clear the Invoice on time. Mainly, they want to attach the Invoice copy to the reminder because majority of the times their customer might have missed the initial email where the Invoice was sent.

I have explored the Reminders functionality, but it is not sending the invoice as an attachment. Instead, it just provides a table of which invoices are past due (as show below) to and their values.

Can someone confirm if this requires a customization or part of any standard functionality that I am missing. Thank you

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Dynamics 365 Business Central

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Dhiren Nagar 354 on at

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Hi, The functionality to attach the Invoices (Invoice Document) in the Email is available in the Reminder Automation functionality.

You can Search for Reminder Automation.

Select the Setup action for Send Reminder line.

Here in the setup you will find option to Attach Invoice Documents.

So you just need to use this new functionality of Reminder Automation to address your requirement.

You can read more about it in this link - Automate reminders in collections - Business Central | Microsoft Learn

Regards,

Dhiren.

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Dynamics_Decoded_Gokul 451 on at

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Hi,

If your client wants to keep the Reminder Levels & Terms logic but just attach invoices, hybrid is the cleanest.
It maintains BC’s overdue tracking rules and just extends the email with attachments.

Still send the standard Reminder email (with the overdue list).Plus — automatically attach the original invoice PDFs for those entries.

This is done by: Capturing the reminder entries before the email is sent. Generating PDFs for those invoices. Attaching them to the Email Message before sending.

Trigger Point
Event Subscriber on email sending process for reminders:
Preferred: OnBeforeSendEmail event in Codeunit 260 “Document Sending”.

Code Flow
1. Detect Reminder Context Identify if the current document being sent is an Issued Reminder.
2. Fetch Related Invoices From Issued Reminder Line, retrieve all overdue invoices linked to the reminder.
3. Generate PDFs Use Report.SaveAs for Report 1306 “Standard Sales – Invoice” (or custom layout) to generate PDFs for each invoice.
4. Attach to Email Use Email Message codeunit to append PDFs before sending.
5. Send Email Let standard BC process send the email with both the reminder content and attachments.

Thank you
Gokulnath

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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Please check this below link to see how can you setup reminders, you can use the option "Attach invoice documents" to include the invoices in the email

https://businesscentralgeek.com/how-to-send-reminders-in-business-central

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YUN ZHU 95,329 Super User 2025 Season 2 on at

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Hi, I have also done some simple tests, I hope the information below can give you some hints.

https://yzhums.com/50446/

Thanks

ZHU

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Sohail Ahmed 11,136 Super User 2025 Season 2 on at

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i agree with @Dhiren answer

in Reminder Automation functionality, you can enable attaching the original invoice document to the reminder email. Just search for Reminder Automation in Business Central and set it up there, no customization needed.

✅ Mark this as the verified answer if helpful.

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Sumit Singh 10,078 on at

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Agreed with Sohail and Dhiren.

Official link:-

Automate reminders in collections - Business Central | Microsoft Learn

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