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Configure Print management

Now we will enable EasyDox in Print management.

  1. Navigate to Accounts receivables > Setup > Forms > Forms Setup and click on Print management
  2. Select the Node for Customer invoice
  3. Create a default setting for Customer invoice if not created already
  4. Select the Destination in the Print settings
  5. Choose Email as the destination and enter the following data
    • To: @Invoice@
    • Email template id: ED0001
    • File format: PDF

Print management setting

info

Dynamics 365 will convert @Invoice@ to the email specified on the invoice customer account with the purpose Invoice.