Requirement: Invoices must be automatically emailed to customers using a fixed template.
Solution:
A. Set Email to Yes (Use Default Settings) → ensures invoices are sent automatically without prompting.
E. Apply Office Server Settings to the SMTP Mail Setup → configures the company’s mail server (SMTP/Office 365) so that emails are sent.
F. Assign a Document Sending Profile to the Customer where Email is set to Yes → links customers to the correct sending method (Email with fixed template).
Other options:
B. Allow Sender Substitution is optional, not required.
C. Prompt for Settings requires manual action (not automatic).
D. Assigning “Email = No” contradicts the requirement.
[Reference:Set Up Document Sending ProfilesSMTP Mail Setup in Business Central, , ]
Contribute your Thoughts:
Chosen Answer:
This is a voting comment (?). You can switch to a simple comment. It is better to Upvote an existing comment if you don't have anything to add.
Submit