Customer Invoice and related documents Email App

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 Customer Invoice and Related Documents Email App, a Microsoft Dynamics 365 Finance user can select 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.