Multiple Customer Invoice Email app

The Multiple customer Invoice Email App enables an organization to effectively manage customer queries and Microsoft Dynamics 365 Finance users to share multiple Sales Invoices to the customer with a single click of a button.

Overview

In day-to-day business operations, an Account Executive deals with various customer queries and needs, including requests for copies of Sales Invoices. Manually sending invoices upon request can be a time-consuming activity.

With the Multiple customer Invoice Email App, a Microsoft Dynamics 365 Finance user can select multiple posted invoices and send them to a customer in a single click of a button. An automated Email is sent to the customer’s point of contact Email id, as defined in the Customer master record. All the customer invoices selected by the user will be printed in PDF format, zipped together and automatically emailed to the customer. Email configuration is able to be easily set up for this functionality to work.

Process setup

The first step is to select the template to use for the Emails, and which documents will be sent with the Email.

  1. AXIO Setup -> Accounts receivable parameters > Accounts receivable > Multiple Customer Invoice Email.

    Multiple customer Invoice Email App

  2. Under the Multiple Sales Order Template select the Multiple Invoice Templates option to select the template you want to use for the Email.

  3. Select the Multiple invoice attachment purpose.

Customer Email addresses

Customers must have Email addresses set up in order to receive Emails and invoices.

  1. Navigate to Accounts Receivable -> Customers -> All customers

    Multiple customer Invoice Email App

Select a Customer

Multiple customer Invoice Email App

  1. Navigate to the Contact Information tab and add the Email address for the Customer. The Primary checkbox must be selected.

    Multiple Customer Invoice Email App

  2. Click Advanced in the header to open the Details. Under Purpose, add the attachments set up in Process Setup.

    Multiple Customer Invoice Email App

Email Templates

Email Templates are used to determine what information is sent in the email.

  1. Navigate to Organization administration -> Setup -> Organization email templates.

    Multiple Customer Invoice Email App

  2. Click New and enter the below information.

    Multiple Customer Invoice Email App

Sample data for reference

Multiple Customer Invoice Email App

Upload an Email template which is in html format.

Multiple Customer Invoice Email App

Send Emails

  1. Navigate to Accounts Receivable -> Customers -> All customers

  2. Select a Customer:

    Multiple Customer Invoice Email App

    Multiple Customer Invoice Email App

  3. Go to the Invoice Tab and under Journals select Invoice Journal or Project Invoice.

    Multiple Customer Invoice Email App

  4. The list of posted invoice transactions for this Customer will appear. From here you can select multiple invoices and then the Send to customers link in the header under Document

    Multiple Customer Invoice Email App

An email with the selected invoices will be sent to the Email address for this Customer. A notification is displayed on the screen and the invoices are zipped in PDF format to be sent to the Customer.