Batch Schedule Customer Statements

Scheduled Statements

One of the requirements that users asked is the ability to batch email customer statement. Since there is no standard way of doing this in NAV or BC, we always ended up developing an extension for them.

Well, not anymore. I noticed recently that there is a new “Scheduled Statements” button on the Customer card. How does it work ?

Let’s first talk about the setup….

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Batch Schedule Customer Statements

Scheduled Statements One of the requirements that users asked is the ability to batch email customer statement. Since there is no standard way of doing this in NAV or BC, we always ended up developing an extension for them. Well, not anymore. I noticed recently that there is a new “Scheduled Statements” button on the…

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More About This Author

Teddy
Experienced NZ-based NAV Developer and Consultant with 10+ years of experience leading multiple IT projects, performing business analyst, developing, implementing, and upgrading Dynamics NAV and Business Central.
I have led multiple Dynamics NAV and Business Central projects for businesses in Asia, such as Japan, Singapore, and Indonesia, and currently in both Australia and New Zealand.
I am passionate to deliver solution that focuses on user-friendly interface while keeping high standard of compliance with the needs. I believe in adding value to people’s lives and try to leave people better than when I first met them.

Author: Teddy

Experienced NZ-based NAV Developer and Consultant with 10+ years of experience leading multiple IT projects, performing business analyst, developing, implementing, and upgrading Dynamics NAV and Business Central. I have led multiple Dynamics NAV and Business Central projects for businesses in Asia, such as Japan, Singapore, and Indonesia, and currently in both Australia and New Zealand. I am passionate to deliver solution that focuses on user-friendly interface while keeping high standard of compliance with the needs. I believe in adding value to people’s lives and try to leave people better than when I first met them.

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