create automatic overdues by email.

Dynamics 365 Business Central/NAV User Forum
#1

Hello all

I want to create a new specification of modifying the automatic overdues sending by email (MailIT) in two places:

  • the report should check first if the total balance of the customer is >0 and only then send overdues email

  • the report should not send email for overdues less than 0 in total.

Can somebody please tell me how to create a specification for this sort of problem.

Regards

Mathew…

#2

You need to customize your report.

As well as you need to set the report for sending email using job scheduler to send mail automatic to customer.

#3

Dear Amol…

Thanks for solution, but my client wants to add a button the EMAIL on sales invoices or quotes to create an email message through attached sales invoice in pdf format, which can be easily send to recipient. …

Could you please tell me how to add the button on Template and attach the mails …

regards

#4

Dear Amol…

Thanks for your suggestion. My client’s requirment is to add a button the E-mail, button E-mail print Sales Quote or Posted sales invoice to PDF, create a e-mail message as an attachment attached Sales Quote or Posted sales invoice in pdf format. E-mail To – insert in the customer’s card. so that these created email can be sent to recipients.

could you please tell how to do it elaborately.

thanks a lot

regards

#5

Thanks for your suggestion. My client’s requirment is to add a button the E-mail, button E-mail print Sales Quote or Posted sales invoice to PDF, create a e-mail message as an attachment attached Sales Quote or Posted sales invoice in pdf format. E-mail To – insert in the customer’s card. so that these created email can be sent to recipients.

could you please tell how to do it elaborately.

thanks a lot

regards

#6

use pdfcreator for creation of pdf and then use cu 400 fr sending mail