Skip to main content

Terms and Conditions on Posted Sales Invoices

Scenario​

A company wants to attach a Terms and Conditions PDF to posted sales invoices when they are emailed to customers. Business Central's standard Email Scenarios feature can attach files to outgoing emails, but it applies globally - there is no way to restrict the attachment to specific customers. Some customers have negotiated different terms, and others should not receive the standard T&Cs at all.

Elevate Attachments solves this by letting you assign an Attachment Group at the customer level via Document Layouts, so each customer can have different attachments (or none) on the same document type.

This example demonstrates the File Attachments feature - attaching a static uploaded file alongside the standard document.

Tip: This approach also works with the Send Email with Attachments ad-hoc action. If you need to resend an invoice with T&Cs outside of the normal posting workflow, you can set the Attachment Group on the Customer Card and use the ad-hoc action from the Customer List or Customer Card. See Sending Ad-hoc Emails for details.

Step 1: Create an Attachment Group​

  1. Use Tell Me (Alt+Q) and search for Attachment Groups.

  2. Click + New to create a new group:

    FieldValue
    CodeINV-TCS
    NameSales Invoice - Standard Terms & Conditions

Step 2: Upload the Terms and Conditions File​

  1. Select the INV-TCS group and click the Group Attachments action.
  2. In the Files section, click Add Attachment.
  3. Browse to and select your Terms and Conditions PDF (e.g. Terms-and-Conditions-2026.pdf).
  4. The file is uploaded and stored in Business Central. It will be attached to every email sent using this group.

Note: You can add multiple files to the same group if needed - for example, a T&Cs PDF and a separate privacy policy document.

Because you want per-customer control, configure this at the customer level rather than globally.

  1. Open the Customer Card for a customer who should receive the T&Cs.
  2. Navigate to Related > Document Layouts.
  3. On the S.Invoice (Sales Invoice) usage line, set the Attachment Group Code to INV-TCS.
  4. Repeat for each customer who should receive the standard T&Cs.

Customers without an Attachment Group Code on their invoice Document Layout will continue to receive invoices without any additional attachments - exactly as before.

Why not use Email Scenarios?​

Business Central's built-in Email Scenarios let you attach files to outgoing emails, but the attachment applies to all emails for that scenario - there is no way to vary it per customer. With Elevate Attachments:

  • Customer A can receive the standard T&Cs (INV-TCS).
  • Customer B can receive different terms by assigning a different Attachment Group (e.g. INV-TCS-EXPORT with export-specific terms).
  • Customer C receives no additional attachments at all (no group assigned).

Alternative: Global T&Cs for All Customers​

If you do want every customer to receive the same T&Cs (similar to Email Scenarios, but with more flexibility), you can assign the group globally instead:

  1. Search for Report Selection - Sales.
  2. On the S.Invoice usage line, set the Attachment Group Code to INV-TCS.

Important: Customer-specific Document Layouts take priority over global Report Selections. If a customer has their own Document Layout with a different (or no) Attachment Group, that will override the global setting.

Step 4: Test​

  1. Post a sales invoice for a customer who has INV-TCS assigned.
  2. Use the Send by Email action (or let it send automatically if configured).
  3. Verify the email contains two attachments:
    • The standard posted sales invoice document.
    • The Terms and Conditions PDF.
  4. Repeat for a customer who does not have the group assigned, and confirm they receive only the invoice - no T&Cs.

Result​

When a posted sales invoice is emailed:

  • Customers with INV-TCS assigned receive the invoice plus the Terms and Conditions PDF - automatically, with no manual steps.
  • Customers without the group receive only the standard invoice, unchanged.

This gives you per-customer control over which documents are attached, something that is not possible with Business Central's standard Email Scenarios.