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How to Send a Customer Statement via Email in Microsoft Dynamics 365 Business Central

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Dynamics 365 Business Central

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Oct 30, 2024

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  • Businesses need timely and accurate communication with customers, and Microsoft Dynamics 365 Business Central streamlines this process by allowing users to send Customer Statements directly via email.
  • Steps to send statements include logging into Business Central, accessing the Customer List, selecting the Document Layout, setting up an Email Account, opening the Statement Report, setting up Statement Parameters, and sending the Statement via Email.
  • Sending customer statements via email in Business Central is a straightforward process that enhances customer communication, saves time, and helps maintain accurate financial records.
  • By leveraging Business Central’s customer statement feature, businesses can optimize accounting workflows and focus on growing their business.
  • For further discussion or inquiries, contact Plaza 365 at [email protected]

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