Auto Email for
Microsoft Dynamics 365 Business Central
Auto Email for Business Central
Auto Email simplifies customer and vendor communications by automating the delivery of documents directly from Microsoft Dynamics 365 Business Central.
From invoices and credit memos to statements, collection notices and purchase orders, Auto Email reduces repetitive administration and gives finance teams a faster, more consistent way to manage everyday document delivery.
Automate Business Central Document Delivery
Automatically email invoices, credit memos and other documents as part of your Business Central processes, or send documents in batches when required.
Auto Email can also schedule recurring communications, including monthly customer statements, and automatically include standard or document-specific attachments.
Simplify Customer Statements & Collections
Make accounts receivable follow-up easier by sending statements and supporting collection documents together.
Auto Email supports collection communications for unpaid, short-paid and past-due accounts, helping your finance team manage customer follow-up more efficiently.
One-click solution to email documents to customers and vendors with little effort.
Send a collection email to a customer that includes a statement and all supporting documents with one click.
Save hours every day having Auto Email do the hard work of collecting documents, writing email bodies, emailing and storing evidence that emails were sent.
Have invoices, credit memos and other documents emailed when posting/registering.
Documents supported: sales quotes, orders, return orders, shipments, posted invoices, posted credit memos, reminders, finance charge memos, statements, collections, short-paid notices and purchase orders.
Remind customers they have short-paid or have non-paid invoices with a single click.
Also supported in Dynamics 365 Business Central Premium: posted service invoices and posted service credit memos.
Send monthly statement to all customers automatically and without user interaction.
Automatically attach standard documents and files to any email, including specific files that depends on the document that is being emailed.
Send documents (like pricelists, tax documents etc.) on a recurring basis (or one-time) to customers, vendors, and contacts.
Review email log to see when emails were sent and by whom.
Automate Customer & Vendor Emails in Business Central
Business Central Email Automation That Saves Time
Auto Email is a solution that makes it effortless to send out emails and at the same time release the user immediately even when sending 1000s of emails.
The solution uses an email log to place all the emails in and let the App do the rest of the work. Auto Email can also be set to automatically email invoices, credit memos, and shipments as they are being posted.
For accounts receivable, Auto Email can send customer statements and collection notices with all open and past due invoices and credit memos at a single click of a button.
Introduction to Auto Email
4 minute overview of Auto Email
Features and Setup of Auto Email
Technical Concept
Auto Email uses an email queue to log the emails in and a Job Queue to process the logged documents.
Auto Email has an entry log that is populated every time a document is submitted to be emailed. The Job Queue will check the log every X minutes and if there are entries that have not been emailed the App will automatically start emailing the documents until all have been emailed. The log will be updated once the document has been emailed with a status to ensure that the document is not emailed again. This means that there is nothing emailed from the client and the user is instantly released once the documents have been submitted.
Ready to Automate Document Delivery in Business Central?
Spend less time preparing emails, statements and supporting documents. Let Auto Email streamline your everyday customer and vendor communications.
