Feature Friday Episode 8: Invoice Auto Send on Post & Consolidated Invoice Emailing for D365 BC
Автор: RUX Software
Загружено: 2025-11-21
Просмотров: 39
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Company Website: https://ruxsoftware.com/
Feature Friday - Episode 8 - Invoice Send on Post & Consolidated Email Invoicing in Business Central
You want an easier way to send invoices automatically in Business Central.
You want to consolidate multiple invoices into 1 email.
Let’s make it happen with Invoice and Statement Delivery
💡 Pain Points – Manual Invoice Delivery
🚫 Extra dialogue boxes to email invoices when posting
🚫 Risk of missed or delayed invoice emails
🚫 No easy way to consolidate multiple invoices into one email
🚫 Time wasted navigating multiple screens
🚀 The Fix: Invoice & Statement Delivery Solution
✅ Automatically email invoices upon posting—just turn on Email upon Posting in ISD Setup
✅ Ensure customers have a Document Sending Profile set to Email for seamless delivery
✅ Consolidate multiple invoices into one email with a clean grid and individual attachments
✅ Track everything in the Invoice Delivery Dashboard with a full audit trail
✅ Enhanced Company Branding with Rich Text HTML Emails.
🔍 In our demo, we posted an invoice and watched it email instantly—no extra dialogue boxes, no manual steps. Then, we selected multiple invoices for a customer, clicked Send, and saw one email with all invoices neatly attached. Fast, accurate, and fully automated.
📺 If this sounds helpful, check out our channel for more D365 Business Central productivity tips—and don’t forget to subscribe so you never miss a Feature Friday!
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