You can send customer statements automatically through the job queue in Business Central. This lets you schedule statement emails to your customers instead of generating and sending each one manually.
To send a statement, go to the Report area and choose Send Scheduled Statement Mail. From here you define the period the statement should cover and confirm your selection.
Business Central then asks whether you want the job queue to run immediately. If you choose yes, the statement is processed right away.
Sending Customer Statements Through the Job Queue
Customer statements can be sent using the job queue, which means you don’t have to handle each statement by hand. The setup is straightforward and follows a few simple steps.
Start by going to the Report section and selecting the option to send a scheduled statement mail. You then specify the period the statement should cover and press OK to continue.
At that point, Business Central asks if you want the job queue to run immediately. Press yes if you want the statement processed straight away.
Checking That Statements Have Been Sent
After triggering the job, check that your job queue is actually running. This is the only way to confirm that the statement has been sent successfully.
Once the statement has been sent, you can see it under Sent Statements. This gives you a record of which statements went out and confirms the process completed as expected.
Q&A
How do I send customer statements automatically in Business Central?
Go to the Report area and choose Send Scheduled Statement Mail. Define the period the statement should cover, press OK, and confirm that you want the job queue to run. This sends the statements through the job queue instead of handling each one manually.
How do I confirm that a customer statement has been sent?
Check that your job queue is running, since the statement is sent through it. Once the statement has gone out, you can see it listed under Sent Statements.
Can I run the statement job immediately instead of waiting?
Yes. After you define the period and press OK, Business Central asks whether you want the job queue to run immediately. Press yes to process the statement right away.