30.06.2022

Invoice Mail Queue – automation of sending e-mails from Business Central

Invoice Mail Queue is an Extension for Dynamics 365 Business Central that allows you to automate the process of sending emails with documents.

Dynamics 365 Business Central allows you to send e-mail messages based on various documents (including sales invoices, credit notes, and payment prompts). However, in practice, Business Central has solution only for small amounts of documents, because in order to send an e-mail, many steps must be performed manually. Extension Invoice Mail Queue is an improvement that eliminates the need to “manually” send an e-mail. This extension works by creating an email at the time of posting. In other words, an email is created automatically when a document is posted. This enhancement facilitates the document management process by eliminating a large amount of repetitive work.

Depending on the document to be sent by e-mail, go to the appropriate page on which it is created, e.g. for sales invoices – Sales Invoices.

At the bottom of the page, in the FastTab you can find Invoice Mail Queue section. The field marked in the screenshot below should be completed:

If the Send Email option is True, an email will be created upon posting. Then, on the page with posted documents, you can check the message status (highlighted in the screenshot below).

When your documents are ready and posted, you can go to the Invoice Mail Queue page to send the generated messages.

After clicking Send Email, a message based on the Email Template will be sent to the address provided. It should be noted that the email template can take various forms depending on the needs.