Email sales invoices and credit memos

Send or resend posted sales invoices and credit memos by email.

Sending documents from inside Business Central keeps an audit trail. It also uses your configured layouts.

Before you start

• Confirm the customer has a usable email address.
• Confirm outgoing email is set up in Business Central.

  • Search Email Accounts.
  • Search Email Scenario Assignment.

For layout and address control, see Customer and Vendor Facing Outputs.

Send a posted sales invoice

1. Search for Posted Sales Invoices.
2. Open the invoice.
3. Select Send or Print/Send.
4. Select Email.
5. Review recipients and message.
6. Send.

Resend a posted invoice

Use the same steps as above.

Send a posted sales credit memo

1. Search for Posted Sales Credit Memos.
2. Open the credit memo.
3. Select Send or Print/Send.
4. Select Email.

Troubleshooting

• Check Email Outbox for stuck messages.
• Check Sent Emails for confirmation.
• If the wrong layout is used, check Report Selections and Document Layouts.