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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer statement not...
Small and medium business | Business Central, N...
Suggested Answer

Customer statement not being emailed out

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Posted on by CU13010319-0 528
I am trying to email out one customer statement for a customer. I go to statements and choose email, but then get an error:
The target email address has not been specified on the document layout for Customer: C12345, Customer Statement. //Choose the Document Layouts action on the customer or vendor card to specify the email address. I can confirm that I already have email accounts setup and working per a successful test email. I also tried having either 1, or 2 email addresses (separated by semicolon) in the document layouts, with the customer statement selected as the document type, with the correct report ID. So why is this error message still appearing?
I have the same question (0)
  • Suggested answer
    Gregory Mavrogeorgis Profile Picture
    Gregory Mavrogeorgis 992 Super User 2026 Season 1 on at

    Hi Lisa,

     Even when the layout looks correct BC still throws this error sometimes.

    Few things - go back to the customer card, Document Layouts, delete the statement row and add it again from scratch. Sounds silly but it works more often than you think.

    Also go to Report Selections, find the Customer Statement line and make sure the email is entered directly on that row as well - not only in the document layout but on that specific line too.

    And make sure the Report ID in the layout matches exactly what is in Report Selections - if they are different BC gets confused.

    If you have find this helpful please mark it as verified

  • Suggested answer
    Kamal Khakhkhar Profile Picture
    Kamal Khakhkhar 2,915 on at
    Hii There can you share error log to Get more details as Per this you may have some of email setup missing .
    so plese check your mail setup.

    if you found answer mark it answered.
     
    Thank You.
    Kamal Khakhkhar.
  • Suggested answer
    VJ Chavan Profile Picture
    VJ Chavan 22 on at

    Hi,

    Just having the email account set up is not enough for Customer Statements. The system specifically requires the email address to be defined in the Document Layouts for that customer.

    Here's exactly what you need to do:

    Open the Customer Card for your customer C12345.

    1. Go to the Customer FastTab.

    2. Click on Document Layouts.

    3. Find or create a line with the following settings:

      • Usage : Customer Statement
      • Report ID : 1316 (or your custom report ID if you are using one)
      • Report Name : Customer Statement
      • Send to Email : Enter the customer’s email address here (you can add multiple emails separated by semicolon)
      • Use for Email Body : No
      • Use for Email Attachment : Yes
      • Email Body Layout : Leave blank or set as needed
      • Email Attachment Layout : Standard Customer Statement (Word) (or your preferred layout)

    Tip: It’s recommended to fill the main E-mail field on the Customer Card. If the email field on the customer card is filled & you have the Document Layouts set up for Customer Statement, the system will usually use the email from the customer card as default. You can also define/override the email directly in the Document Layouts if needed.

    After saving the changes, go back to the Statements page and try sending the statement again via Report Output = Email.

    This is a common extra step required specifically for Customer Statements — it works differently from regular sales invoices.

    Let me know if it works or if you're still getting the error. If your issue is resolved, please mark the post as Answered so it can help others too!

    Screenshot (652).png
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,090 Super User 2026 Season 1 on at
    Hi, hope the following helps.
    Dynamics 365 Business Central: Report Selection for standard documents (Set up default reports)
    Dynamics 365 Business Central: Change default customer/vendor email address when sending emails (For example, sending an order to A, sending an invoice to B)
     
    Thanks
    ZHU
  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 12,973 Super User 2026 Season 1 on at
    Hello,
    This usually means BC isn’t finding the email address on the exact Customer Statement document layout line it is using, not that email setup is broken. The common fixes are: use Copy from Report Selection on Document Layouts, make sure the Customer Statement line is the one being used and has the correct report/layout, re-enter the address on that exact line, and if you have multiple addresses use semicolon with no spaces. If you’re using an email body layout, that layout must be Word, not RDLC. So the issue is usually a mismatch in document layout/report selection, not the SMTP/email account itself.
     
    Regards,
    Oussama Sabbouh
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 22,132 Super User 2026 Season 1 on at

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