Batch Schedule Customer Statements

TeddyDyn365CEBusiness Central4 years ago10 Views

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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