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Introducing Liaison HTML Courier
Easily create HTML emails using your accounting data!

Liaison HTML Courier automates scheduled communications with customers, vendors, and internal teams by leveraging data from your ERP system. It features a library of HTML templates that presents the clients’ ERP data in various formats, directly within the email body.

Works with any ERP solution - on premise or cloud based!

  • Schedule SSRS or web service to run

  • Automatically import data into one of our HTML templates or HTML you provide.

  • Throttles email distribution so you are not tagged as a spammer.   

Ways to use it

Customer communications

  • E-mail Aged Receivable Notices. They are streamlined notices listing only past-due invoices. They make it easy for the recipient to see exactly what’s overdue and act on it. In conjunction with Messenger EDD, attach supporting invoices.

  • E-mail Payment Reminders. These focus on upcoming invoices due soon. They give customers a straightforward, proactive reminder of what they owe, before the due date.

  • E-mail Reorder Notices. Notifying the customer that they should be ready to reorder an item based on previous order history

  • E-mail Advanced ship notices to customers

Internal communications

  • E-mail technicians (sub-contractors) their daily schedule.

  • E-mail purchasing manager if stock falls below a set threshold.

  • E-mail salespeople if a customer order is shipping late, based on the due date being earlier than today’s date.

  • Send AR Summary report to management

Vendor communications

  • E-mail vendor when invoices are to be paid, cutting down calls to AP asking. "When will the check go out?

  • E-mail vendor when deliveries have not been received, based on due date on Purchase Order.

Choose your data source from SQL scripts or web services we provide or use your own.

STEP 1

How it works

Within minutes, set up the following:

Choose a template from our library (even clone a template and modify it for your needs.

STEP 2

Add ERP data to a table in the email body,

logo, and opening & closing paragraphs.

STEP 3

Schedule it to run and you're off!

STEP 4

Introducing Liaison HTML Courier

Most ERP systems—like Microsoft Dynamics 365 Business Central, GP, or SL—do not offer a built-in way to send HTML notices, let alone automate them. That means users are stuck with static reports, PDF attachments, or expensive development cycles just to get simple, styled communications out the door. Liaison HTML creator changes that.

This isn’t just a new tool—it’s an entirely New Product under the Liaison Messenger family, giving your ERP a powerful,
user- driven HTML reporting engine.

It comes preloaded with ready-to-use templates like AR Payment Reminders, Past Due Notices, and Reorder Alerts, so you can start sending polished, embedded HTML notices and reports directly from your data.

Just map the fields, choose a template, and set the schedule. EDD: HTML takes it from there.

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Liaison HTML sample email output

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Why That Matters
Until now, turning ERP data into clean, professional HTML emails just wasn’t an option. If you wanted to include live data in an email—not as an attachment but in the actual body—you had to build it yourself.

In Business Central, that means AL code, custom extensions, and RDL templates. With GP or SL, it means building reports in SSRS or Crystal, then figuring out how to embed the output into emails manually. Add in scripting to manage recipients and delivery rules, and you’re looking at hours—or days—of work just to send one message.

Liaison HTML Courier eliminates all of that. It’s
the missing layer between your ERP data and modern communication.

Design. Map. Schedule. Done.
Setting up HTML notices in Liaison Messenger EDD: HTML is refreshingly simple. First, you choose the data you want to include. If you're using Business Central, just select from a list of available Web Services or APIs—Liaison HTML Creator even keeps those up to date for you.

If your ERP is SQL-based (like Dynamics
GP or SL), you can pick an existing Table
or View, or create your own. For cloud based systems, Liaison Messenger EDDgoes a step further by letting you combine multiple API or web service calls to build a full dataset—kind of like joining tables in SQL—without writing any AL code or extension.

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Once your data is defined, just pick
the type of HTML layout you want: Report, Form, or Statement style.

Each of our built-in HTML templates
includes smart placeholders—like  {{DOCMESSAGE}}, {{RECIPNM}}{{DOCAMOUNT}}—and the setup screen walks you through everything.

You can easily insert your logo, call to-
action buttons, redirect URLs, map data fields, and even add tables or calendar sections—all with just a few clicks. It’s a fully point-and-click experience, designed so anyone can create professional, branded HTML notices without needing technical expertise.

Ready to See It in Action?
If you're ready to move beyond slow report cycles and rigid templates, see how Liaison Messenger EDD: HTML can transform your Dynamics 365 Business Central, GP, or SL system. Book a demo today and discover how easy it is to generate polished HTML notices, reports, and forms—without writing a single line of code.

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Liaison HTML Courier works with any ERP solution - on premise or cloud based!

Liaison Software Corporation
20321 Lake Forest Drive, Suite D7
Lake Forest, CA 92630
800.811.4618  - 714.543.9877  -  Fax:  714.543.0887

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© 2024 Liaison Software Corporation.

ABOUT US

We're a company based in sunny Southern California, operating under private ownership. Since our inception in 1993, we've been at the forefront of innovation. Our journey began with the development of Liaison CRM, the first commercially available DOS-Windows cross-platform CRM system. Fast forward to today, and our main focus is on crafting Workflow Automation Solutions, with our flagship product, Liaison Messenger, leading the charge since its introduction in 1999.

Liaison Messenger EDD is a crucial part of our offerings, designed to support various accounting systems seamlessly. We prioritize integration with industry leaders like Microsoft Dynamics 365 Business Central, Finance, GP, and SL systems, as well as WennSoft and Sage Software ERP packages including Sage X3, Intacct, Sage 100, Sage 300, and Sage 500. Additionally, we cater to the needs of businesses using exclusively web-based ERP systems such as Acumatica and NetSuite.

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