You could look at doing a business event that is raised by group, and combine them? This seems like it might be the best option.
Hey @jeremyd45
Appreciate the suggestion - not sure what you are picturing, if you do not mind elaborating on what the business event would look like, etc
Hi @jeremyd45 is there further you can share with @xkylewrightx ? Thank you!
it is my understanding that you want to send all open invoices to a customer in 1 email? you would have to send it through a business event.
You could select once for each records, or for a group of records. You could then specify what fields you are using to trigger the event. You could also send a statement, which would include all open invoices.
I’ve got a similar idea here: