Invoices for emailing can be selected by Invoice date or Invoice due date, or by Billing period. Such emails can also be sent via Email distributor batch with zipped or merged invoices.
To design the outgoing emails, you will use Email templates and Email tokens such as Primary customer email or Customer purposes for the email recipients.
The emailing operations is monitored and can be repeated if needed.
The first version of this solution for sending multiple customer invoices in a single email, which are selected by Billing period, was based on the RunBaseBatch framework. It collects invoice documents from Azure Blob storage, stored there during posting & printing via Docentric File print destination with the Save to Azure Blob storage option turned on. The collected invoices are then sent to the customer via single outgoing email based on the selected Organization email template. See the related article >>
Wishing to achieve greater flexibility, we extended the solution to enable emailing multiple invoices selected also by Invoice date. This solution was based on the SysOperation framework, allowing also Email distributor batch to be used for emailing. See the related article >>
Finally, we consolidated both solutions to be based on the SysOperation framework and to include Project invoices as well. Furthermore, we added new criteria to select which invoices to be emailed, e.g. by Invoice due date or to include only Open invoices. We introduced additional emailing options such as using Email distributor batch and zipping or merging selected invoices.
We called this solution Docentric Emailing Multiple Invoices – DEMI Version 3.0 and it is described in this article.
You can download DEMI Version 3.0 below. Please note that we do not provide download of the previous versions.
- Installed Docentric AX Free Edition. Download >>
- Installed the model for DEMI Version 3.0. Download >>
- Invoice documents stored in Azure Blob storage. This can be achieved during posting & printing by using Docentric File print destination with the Save to Azure Blob storage option turned on. If you didn’t store an invoice document to Azure storage during posting, you can always reprint the already posted invoice from the journal using the appropriate Print management settings. Learn more >>
As said in Prerequisites, in order to be able to send multiple customer invoices in a single email, the invoice documents should be stored on Azure Blob storage and their location information written in the corresponding journal records.
Storing the invoice documents and the location information is the first part of the Docentric Emailing Multiple Invoices (DEMI) functionality and it is achieved during printing invoices in the combination with the Docentric File print destination > Save to Azure Blob storage option turned on.
Once the invoice documents are stored on the Azure storage, you can select them using different criteria, email them more than once and have the information about successful or failed emailing operation.
- Invoice selection by billing period
- Invoice selection by invoice date or due date
- Additional invoice selection criteria
- Customer selection criteria
- Customer email recipients
- Emailing options
- Using email templates
- Emailing operation
- Download functionality
- Emailing from journals
- Emailing from modules
Invoice selection by billing period
You can select which invoices should be emailed for each of the selected customers either via billing period or invoice date/due date. This is the only difference between dialogs open via two menu items on the journal forms: Email by billing period and Email by date.
Billing period consists of Billing year and Billing month, and they are automatically calculated from Invoice date and saved to each invoice journal record during printing of the invoice document to the Azure Blob storage.
Invoice selection by invoice date or due date
Alternatively, you can email multiple invoices by date, where you can choose between Invoice date and Invoice due date and afterwards select the wanted date range.
Additional invoice selection criteria
Next, you can choose whether to include in the outgoing emails only Sales and Free text invoices, Project invoices or both. You can include only Open invoices (which are not paid) or all, and you can also configure to send only those invoices that haven’t been sent yet.
Customer selection criteria
Emailing operation is applied for all selected customers via a dynamic query. Still, you can select whether to match the customer account number with the Invoice or Customer (Order) account number field on the processing journal records.
Customer email recipients
Email recipients can be configured via Purposes, static email addresses or as a customer primary email contact.
You can choose whether to send emails with or without using Email processing and the Batch email sending status table. Additionally, the resulting invoices for a processing customer can be zipped, merged or attached as separate files to the outgoing email.
Using email templates
For the email body and subject of the outgoing emails, you need to select an Organization email template. These email templates should be bound to the DocEmailInvoicesTemplateHandler_DEMI ETH class (DEMI handler class) in order to have the basic set of placeholders such as Billing period, Customer account number, etc. at your disposal. You can always create your own ETH (Email Template Handler) class to introduce additional placeholders or even dynamic tables in the email body. Learn more >>
If you don’t need placeholders but only static text, then you can use any of the available email templates.
Emailing operation can be performed ad-hoc or in batch. For each of the selected customers, emailing operation first locates invoice journal records to be processed and locks them by setting the In processing (Locked) field to Yes and Processor ID to a non-empty guid. After the emailing operation completes – no matter if all outgoing emails are sent successfully or some of them failed to be sent – the processing is done, and the journal records get unlocked.
In very rare cases, when an error is not gracefully handled, the records might stay locked. In order to unlock them, you need to use the Admin cleanup button.
You can either download all selected invoices as a separate file each, merge them into a single PDF document or have them zipped and downloaded as a single ZIP archive.
Emailing from journals
Emailing multiple invoices can be invoked from the following forms:
- Invoice journal,
- Project invoices,
- Open customer invoices.
Emailing from modules
Emailing multiple invoices can be invoked from the following modules:
- Accounts receivable > Periodic tasks > Email multiple invoices,
- Project management and accounting > Periodic > Email multiple invoices.