Auto Email App

---

Auto Email is a one-click email solution for Business Central. Automatically send invoices, credits and shipments when posting. Email all sales documents or send collection emails with a statement and all supporting documents with one click. 

Our app allows you to tailor the entire email experience for sales and purchase documents so all you have to do is clicking once and the email goes out with all the details you defined in advance. No need to print statements and invoices to PDF and assemble them in an email. Auto Email does it all for you to free up your time.

Highlights:

• Save a lot of time emailing documents.
• Send a collection email to a customer that includes a statement and all supporting documents with one click.
• Have documents like invoices, credit memos, and shipments emailed when they are posted.
• Remind customers they have short-paid or have non-paid invoices with a single click.
• Send monthly statement to all customers automatically and without user interaction.
• Review email log to see when emails were sent and by whom.
• 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.
• Documents supported: sales quotes, orders, return orders, shipments, posted invoices, posted credit memos, statements, collections, reminders, finance charge memos, short-paid notices, and purchase orders.
• Email multiple documents from list with one click. Just mark the documents and email.
• Also supported in Dynamics 365 Business Central Premium: posted service invoices and posted service credit memos.
• Send documents (like pricelists, tax documents etc.) on a recurring basis (or one-time) to customers, vendors, and contacts.
• Automatically attach standard documents and files to any email, including specific files that depends on the document that is being emailed.
• Automatically attach specific documents on items and resources (if they included in documents), like hazard material documents, product sheets, resumes, etc. and send them with sales quotes, orders, invoices etc.
• Fully extendable to support any document as needed.

Auto Email is simple to use and saves you a lot of 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 thousands 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, shipments and many other documents 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.

Auto Email is using an email queue to log the emails in and the 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.

Auto Email can be acquired as an App in the Extension Market Place inside Dynamics 365 Business Central or as an On Premise App. Just click Free trial to install and try out the solution.

[Click here to see the app on Dynamics 365 Business Central]