Email customer statements

Run customer statements and email them to one or more customers.

Statements are a core credit-control tool. Emailing them from Business Central keeps the process consistent.

Before you start

1. Confirm the customer is set up to receive statements.

   • On the Customer Card, check Print Statements.
2. Confirm a statement email address exists.

   • See Document Layouts guidance in Customer and Vendor Facing Outputs.

Send a statement for one customer

1. Open the Customer Card.
2. Select Report, Statement.
3. Set the statement options including the customer filter.
4. Set Report Output to Email.
5. Select OK.

Send statements in bulk

1. From Customer List, select Report, Statement.
2. Set the statement options and use filters (for example, Print Statements = Yes).
3. Set Report Output to Email and optionally tick to print remaining statements.
4. Select OK.

Troubleshooting

• Check Email Outbox for stuck messages.
• Check Sent Emails for confirmation.
• You can re-send an emailed statement from Sent Emails.
• If the wrong layout is used, check Report Selections and Document Layouts.