With Document Handling in Microsoft Dynamics 365 Business Central, you can post and send a document in a single operation directly from the sales order, sales invoice, or sales credit memo. You do this through the Post and Send option under the Posting menu.
When you use Post and Send on a sales order, Business Central asks whether you want to ship, invoice, or ship and invoice. If you choose Ship and Invoice, the system sends two separate emails: one for the posted shipment and one for the posted invoice.
By default, the email opens so you can review it before sending. You can change this behaviour on the template card so emails are sent automatically without a request.
Posting and sending sales documents in one operation
Document Handling lets you post and send a document in one go from three places in Business Central: the sales order, the sales invoice, and the sales credit memo.
On a sales order, you go to the Posting menu and choose Post and Send with Document Handling. The document is then posted and the corresponding email is prepared in a single action.
Choosing between Ship, Invoice, and Ship and Invoice
As standard, Business Central asks whether you want to ship, invoice, or ship and invoice when you post a sales order.
If you choose Ship, an email for the posted shipment is sent. If you choose Invoice, the posted invoice is sent. If you choose Ship and Invoice, both the posted shipment and the posted invoice are sent.
This is worth keeping in mind. When you select Ship and Invoice, the customer receives two emails rather than one. Be aware of this whenever you use Post and Send.
Sending emails automatically without a request
By default, the email opens after posting so you can review the content and then send it. This gives you a chance to check the message before it goes out.
If you prefer the emails to be sent automatically without opening a request first, you can enable this on the template card. That setting removes the manual step of pressing Send Email each time.
Q&A
From which documents can you use Post and Send with Document Handling?
You can use Post and Send from the sales order, the sales invoice, and the sales credit memo in Business Central.
How many emails are sent when you choose Ship and Invoice?
Two emails are sent: one for the posted shipment and one for the posted invoice. Be aware of this when you use Post and Send.
Can you send the emails automatically without reviewing them first?
Yes. By default the email opens so you can review and send it, but you can enable automatic sending without a request on the template card.