(MEX) Set up email parameters for an electronic invoice

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the E-mail parameters form and the Set up batch processing class form to set up email parameters for an electronic invoice. In the Print destination settings form, in the File format field, select PDF so that you can generate the electronic invoice as a .pdf file and send the file as an email attachment to a customer.

Set up the following email parameters to send an electronic invoice:

  • Set up Simple Mail Transfer Protocol (SMTP) to send email messages. Use the E-mail parameters form to set up an SMTP server and port, local computer name, user name, and password to send email messages to customers. For more information, see E-mail parameters (form).

  • Create a batch group to print an electronic invoice. Use the Batch group form to create a batch group to send email messages by using a batch process. You must assign the batch group to the batch server that is set up to print electronic invoices. For more information, see Create a batch group.

  • Set up a batch process to send email messages for electronic invoices. Use the Set up batch processing form to process the email tasks that were ordered earlier and added to the batch group. For more information, see Create a batch group.

  • Create an email template for an electronic invoice. Use the E-mail templates form to create a predefined email message for a customer. You can set up a priority and assign a batch group for the email message. You can also enter a predefined subject for your email message in the Subject field. When you post an electronic invoice, the subject of the email message is updated by using the predefined text from the Subject field and the posted invoice number. For example, if you entered Electronic invoice submitted in the Subject field and you posted invoice A-11122222, the subject of the email message is displayed as Electronic invoice submitted - A-11122222. For more information, see E-mail templates (form).

  • Send email messages by using a batch process. Use the E-mail distributor batch form to send email to customers by using the batch process. For more information, see E-mail distributor batch (form).