Feature Friday 2: RUX Invoice and Statement Delivery

Small optimizations inside your Business Central system can deliver big operational gains!

In this Feature Friday video, Ben Cole, Strategic Sales Executive at RUX, explains a helpful solution to get more out of your Microsoft Dynamics 365 Business Central system, especially when it comes to operational workflows.

Say goodbye to the dreaded "Can you resend Invoice 1234?" email.

If you've ever managed accounts receivable in Business Central, you know the common pain: a customer receives their statement, spots an invoice they can't find in their inbox, and fires off a support request. Multiply that by dozens of customers and hundreds of invoices, and statement delivery becomes a time sink nobody asked for.

Looking for a solution that eliminates this problem entirely? Consider RUX Invoice and Statement Delivery for Business Central. With this application built into your Business Central system, customer statements can now automatically bundle every referenced invoice as an attachment. When a customer opens their statement, all the backup documentation is already there. No back-and-forth required and more time freed up for your team.

Key features of RUX Invoice and Statement Delivery.

Automatic Invoice Attachments: Every invoice listed on a statement is included as an attachment automatically. No manual gathering, no missed documents.

Flexible Delivery Options: Send statements via a Scheduled Job Queue for fully hands-off automation; or use the Statement Delivery Dashboard when you want more control over what goes out and when.

Rich Text HTML Email Editor: Customize your statement emails with branded formatting, logos, and messaging so every touchpoint with your customer looks polished and professional.

Per-Customer Delivery Settings: Not every customer needs the same setup. Configure delivery preferences individually, whether that's no statement, consolidated files, or standard delivery right at the customer level.

Audit Trails: Every statement sent is logged with a timestamp and the name of who sent it. Full visibility for your team, no guesswork.

Enhanced Statement PDF: An improved statement PDF format that's ready to use on day one, no configuration required.

Why it matters.

Our aim and core value here is fewer interruptions. Customers get everything they need in one delivery, your AR team spends less time fielding document requests, and your statement process runs on autopilot.

Whether you're processing statements weekly or monthly, this feature takes the manual friction out of the loop and gives you the audit trail to back it up.

If you’re not already taking advantage of this feature, now is the time to start. Small changes in how you use Business Central today can lead to significant operational gains tomorrow. Reach out to discuss how RUX Invoice and Statement Delivery can streamline your daily business processes.

Want more Business Central productivity tips? Check out our Feature Friday series on the RUX YouTube channel and subscribe so you never miss an episode!