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Dynamics 365 Community / Forums / Business Central forum / The "Post and Sen...
Business Central forum

The "Post and Send" button on the "Sales Invoice" screen vs. the "Send email" button on the "Posted Sales Invoice" screen

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Posted on by Dave Boehm 645

I've followed the directions for setting up invoice emailing criteria for each given customer.

When I create a sales invoice, I finish by clicking the "Post and Send" button.  I am then prompted with a screen with text of "Do you want to post and send the document?".  The text within the grey box lists "Printer ; Email (PDF)".  If I click on "Yes", I get a PDF download, but apparently no email is actually generated.  I believe this is the case, since I have cc'd myself on each customers' invoice email setup.  If I'm not receiving anything, I don't suppose they are, either.  The same thing basically happens when I click on the "arrow" button next to  the "Printer ; Email (PDF)" message and specifically select email addresses, etc.

Once the invoice is posted, I go to the "Posted Sales Invoices" tile on my customer card, and open up the posted invoice.  I then click on "Actions".  I then click on the "Email" button.  When I follow the prompts, my invoice is finally sent to the customer.

1) I'm guessing there is something wrong, somewhere in my setup, but I can't find it.

2) The other possibility that comes to mind, is that D365 BE is meant to work this way.  If so, This is a rather confusing and manually intensive way of emailing an invoice.

3) Aside from cc'ing myself on each email, is there any way of determining whether any given email was ever sent?

Any ideas?

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  • Dave Boehm Profile Picture
    Dave Boehm 645 on at
    RE: The "Post and Send" button on the "Sales Invoice" screen vs. the "Send email" button on the "Posted Sales Invoice" screen

    Thanks Ivan, this was actually very helpful.

    Actually, I think the problem turned out to be with my Office 365 Exchange settings (i.e. “Admin Center | Exchange | mail flow”).  One of the rules defaulted to sending bcc's to queue@pbsisoftware.com instead of queue@pbsisoft.onmicrosoft.com.  The Exchange logs showed an error when sending emails to the first address.  The first address doesn't actually exist.  I changed the address accordingly, and now everything seems fine.

    On a cautionary note, I really don't know why a rule for "bcc's" should affect a "cc".  It is working properly though, so maybe this post (along with your excellent suggestions) will help anyone else who encounters this problem in the future.

  • Verified answer
    ikoletic Profile Picture
    ikoletic 2,202 on at
    RE: The "Post and Send" button on the "Sales Invoice" screen vs. the "Send email" button on the "Posted Sales Invoice" screen

    1. Make sure you have setup your e-mail. Go to Assisted Setup and run Set up e-mail wizard. This should sort out email sending.

    2. When sending document and you select:

    - Email Yes (Prompt for settings) you'll be resposible for providing values for To/CC edit the message

    - Email Yes (Use default settings) system picks up email address from customer (as To: address) and uses email address set in Set up Email wizard as From: address

    3. All documents sent to customer are logged in Interaction Log Entries which is part of Opportunity management. To light up this functionality switch User experience to Suite in Company Infromation (see this help topic for details). When you light this up, open Customer to whom you sent documents, click on Contact and in Contact page under Navigate, click on Interaction Log entries.

    There's also Email logging functionality you can set to track interactions between sales people and cusomers/prospects (this can also be used to log emails sent using Post and Send and other emails)

    See this blog post for details on email logging and this help topic.

    Hope this is helpful

  • Dave Boehm Profile Picture
    Dave Boehm 645 on at
    RE: The "Post and Send" button on the "Sales Invoice" screen vs. the "Send email" button on the "Posted Sales Invoice" screen

    In regard to question 3, is there any email log that I can find within D365 BE?  Of course, the emails don't show up in my "Sent Items" folder, since the emails aren't actually being "sent" by me.

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 60,199 Super User 2025 Season 1 on at
    RE: The "Post and Send" button on the "Sales Invoice" screen vs. the "Send email" button on the "Posted Sales Invoice" screen

    2. Its not meant to be like this.

    I tested it and its downloaded and sent to mail id on customer card.

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