Automating the sending of the customer statement

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 Here is the Microsoft documentation on setting up the customer statements to be automatically sent. Customer Statement (report) - Business Central | Microsoft Learn

 

Also, here are my instructions.

 

  1. Open the Customers list in BC.
  2. Click Report > Scheduled Statements


     
  3. Update your report options. For the start date I picked a few years back because I knew I had invoices still open for that year. I then picked an end date into the future. I did pick the end of 2026 which means that I would have to update the job queue at some point, so my recommendation is to go into the future several years or put 12/31/2999 for example.


     
  4. Set your Output Options to be Email. Select print if email is missing or invalid.


     
  5. Click OK.
  6. Do you want to set the job queue entry up to run immediately? I said no on this.
  7. Open the Job Queue Entries page and search for Customer Statement.


     
  8. Open the job queue entry card and setup the Earliest Start Date/Time. In my example I use: 3/3/2026 2:00 AM
  9. Complete the Next Run Date Formula to be 1M (1 month). This means it will run every month on the 3rd. 


     
  10. Set the status to ready when completed.



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    Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link: Kristen Hosman | Linktree


     

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