How to Send Sales Invoices by E-mail

Table of Contents

Note

The Send Sales Invoices by E-mail function from v2.7.6.0 allows you to send multiple posted sales invoices in a single batch and replaces the previous How to send Batch Invoice process.
This new feature is based on Microsoft standard functionality built into Dynamics 365 Business Central and provides a streamlined, reliable way to send posted sales invoices in batch via email.

Note

The previous RE Send Invoices by Email functionality is now accessible only by Search and will be disabled in future versions. It is recommended to use the standard batch email functionality described in this guide.

 

 

Before you can start sending invoices by email, ensure:

  • Email Accounts are created and configured. For detailed instructions on setting up email accounts, refer to Microsoft documentation: Set Up Email in Dynamics 365 Business Central
  • Report Selection – Sales is properly set up for invoices. For detailed instructions on report selection configuration, refer to the Microsoft documentation: Report Selection in Business Central
  • Set the following additional configuration options are available on Report Selection - Sales:

Enable the No Repeated Emails checkbox to prevent sending duplicate emails for invoices that have already been sent.

Choose how report parameters are determined when sending invoices. Two options are available: 

  • Last Run Parameters (User) — the system will reuse the parameters from the last time the report was run by the current user. 
  • Specific Parameters — a specific saved set of parameters will be used. Select this option and enter the Report Parameter Code.

Click Has Report Parameters to open the report parameters and select which options should be included in the printout. Mark the required options according to your needs as shown below:

 

Send Sales Invoices by E-mail report can be accessed via the Search icon or from the Role Center. 

  • Navigate to the Send Sales Invoices by E-mail report from the Role Center or Search.
  • Specify any required filters to select which invoices should be sent (e.g., by Customer No., Posting Date, or Document No.).
  • Click OK to initiate the batch sending.

You can review the history of sent invoices. The email log is accessible from the Actions section in the Role Center, or via the Search icon.

For more information about sending documents and emails in Dynamics 365 Business Central, refer to the following Microsoft documentation resources: Send Documents and Emails in Business central