How to Automatically Email Invoices with Microsoft Dynamics 365 Business Central
Photo from Unsplash
Automatic email of invoices with Microsoft Dynamics 365 Business Central can simplify your business processes and help your business get paid as fast as possible. iSolution’s has made this feature a reality. The video and instructions below will show you how to do it.
Under Collections Mgmt. Settings, there is an “E-Mail Invoice” section with a toggle. Turning that toggle on will tell the system to automatically send out an invoice once it is posted. You can choose to BCC another email. You also want to be sure to fill out the “Email Subject Line” and “Email Body Content” section here.
Once this is set up, you can go to an ongoing sales document or create new one, and post it. Upon posting, your customer will receive an email with a click to pay link.
They will be able to click into the link, which will take them to your Hosted Payment Page (HPP), and input their card information in to pay the invoice.