Send Documents and Emails
In this article
You can easily share information and documents, such as sales and purchase orders and invoices, by email directly from Business Central, without having to open an email app.
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When you choose the Post and Send action on a sales document, the Post and Send Confirmation dialog box shows the sending profile used, either the one set up for the customer or the default for all customers. In the dialog box, you can change the sending profile for the sales document. For more information, see Invoice Sales.
If the Email field on the Send Document to page is set to Yes (Prompt for Settings), then the Send Email page opens pre-filled with the contact person in the To: field and the document attached as a PDF file. In the Body field, you can either enter text manually or you can have the field filled with a document-specific email body that you have set up.
Choose the OK button.
In the To: field, enter a valid email address. The default value is the customer email address.
In the Subject field, enter a descriptive subject text. The default value is the customer name and invoice number.
In the Attachment field, the generated invoice is attached by default as a PDF file.
In the Body field, enter a short message to the recipient.
If a document-specific email text is set up on the Report Selection - Sales page, the Body field is filled in automatically.
Choose the OK button to send the email message.
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