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Showing posts with the label Customer Email Settings

How Business Central Determines Which Customer Email Address to Use

You set the email address on the Customer Card. You send the Statement of Account. It arrives somewhere else, or it does not arrive at all. The Customer Card is not the first place Business Central looks. What is actually happening Business Central checks Document Layouts first. Every customer has a Document Layouts page. Each row on it maps a document type — Statement, Invoice, Reminder — to a report, and optionally to a specific address in the Send To Email field. If there is a row for the statement report with an email address on it, that address wins. The one on the Customer Card is ignored completely. Only when there is no matching row, or the row has no email in it, does Business Central fall back to the Customer Card. How to check Open the Customer Card. Go to Related > Customer > Document Layouts . Find the row where Usage is the statement report. Look at Send To Email on that row. Nine times out of ten the mystery address is sitting...