Send planned Customer Statements

Periodic activities
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Document Handling" which is available at Microsoft AppSource. Click to visit AppSource. Document Handling

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Presenter: Christina Fausbøll, Product Manager

Customer statements can also be sent with the job queue.

Go under report and send schedule statement mail.

I keep the period of the statement.

And press OK.

I will now be asked if I would like the job queue to be run immediately.

And I press Yes.

Please check that your job queue is running to make sure that the statement has been sent and when it has been sent, it will be able to see it here in sent statements.