Email invoice attachment

​@dsimmerly You mean any files in the invoices are attached to email?

Using Business event we can attach the invoice report in the email automatically.

​@Manikanta Dhulipudi Invoices have non ACM documents attached.  These attachments need to be sent along with the Invoice document via email 

​@dsimmerly 

In the email template screen, there is a tab called "Attach Reports." Using this configuration, you can automate report attachments when sending invoice emails. Please refer to the screenshots for guidance:

• Left Panel: Select the report and specify the attachment format.
• Right Panel: Define the parameters to match the report with the screen.
  
   

  

   

​@ranjithduraisamy72 The attachments that need to sent with the invoice are not ACM reports they are pdf and jpg files related to the invoice and saved as attachments to the invoice 

​@dsimmerly Please find the existing community post, as it seems this particular function is still under consideration.

https://community.acumatica.com/ideas/when%2Demailing%2Dan%2Dinvoice%2Dautomatically%2Dattach%2Dall%2Dattached%2Dfiles%2D2223

Hi ​@dsimmerly 

For automatically attaching invoices to emails in Acumatica 24R1, you have several configuration options:

1.Through AR Preferences (AR101000):

Under "Print and Email Settings" section, enable "Print Invoice"

Also enable "Attach Files to Email" if you want files from the Files tab included

2.Via Report Assignments (SM202510):

You can set either the default AR641000 invoice report or your custom report

This will be used automatically when emails are sent

3.Using Notification Templates (SM204003):

Create/modify an invoice notification template

Configure specific reports to attach under the Message tab

Useful when you need multiple report attachments

4.Customer-specific settings in Customer (AR303000):

Override default settings for individual customers

Customize which documents get attached for specific customers

These settings work for both manual sending and batch processing through Process AR Documents (AR503000).

Hope this helps.