If an account's preferences are reset or a new user will need to be invoicing customers, there are a few specific settings needed to be configured for a user to be able to email invoices to customers.
Find and open a Sales order that is ready to invoice.
From the Sales order details screen on the Invoice tab in the Ribbon, choose “Invoice”
This will open the Posting invoice pop over pane.
Make sure “Print invoice” is turned on.
In the Printer setup dropdown menu, choose “Invoice”
This will open the Print destination settings pop over pane on the right.
Select the “PrecisionForms email” option.
Enter the following if not configured:
- To: @Invoice@
- Cc: The D365 user’s Nelson Brothers email address. (This will be a confirmation that the invoice transmitted)
- Use default for email to: No
- From: [email protected]
When done, click the “OK” button to continue.
You will be returned to the Posting invoice pop over pane.
Click the “OK” button to send the invoice and save the user’s settings.
These settings are company specific, so if the user will be invoicing in multiple Nelson Brothers companies, they’ll need this setup repeated for each one.