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RPM - Easy PDF for Business Central

Set Up RPM Easy PDF for Business Central

When you're managing equipment rentals, you need documents that work as hard as you do. RPM Easy PDF connects your rental documents with powerful PDF capabilities, making batch emailing invoices simple and worry-free. Let's get you set up.

What You'll Need Before Starting

Before diving in, make sure you have these two applications installed in your Business Central environment:

  1. Rental Process Management (RPM) - Latest version
  2. Easy PDF - Latest version

Both need to be fully installed and configured before adding RPM Easy PDF.

Verifying Your Installation

After you've installed RPM Easy PDF, here's how to confirm everything's working:

  1. Navigate to the Extension Management page in Business Central
  2. Look for "RPM Easy PDF" in your list of extensions
  3. Verify the status shows as "Installed"

If you don't see it listed or the status shows something other than "Installed," reach out to Suite Engine support and we'll help you troubleshoot.

Setting Up Your Documents

If you know how to set up standard sales documents in Easy PDF, you already know how to set up RPM documents. The process is identical.

Here's the basic approach:

  1. Access Easy PDF settings from your Business Central menu
  2. Configure your document templates just like you would for sales invoices
  3. Set your email preferences for batch processing
  4. Test with a single document before running larger batches

Need More Detailed Instructions?

Easy PDF maintains comprehensive setup guides at easypdf365.com. Their documentation walks through every configuration option with screenshots and examples.

What This Means for Your Rental Business

Once RPM Easy PDF is configured, you can:

  • Batch email rental invoices to multiple customers simultaneously
  • Automatically generate PDFs from your RPM documents
  • Maintain consistent formatting across all rental documentation
  • Save hours on document processing each week

Ready to streamline your rental document workflow? Here's your action plan:

  1. Verify both RPM and Easy PDF are installed
  2. Install RPM Easy PDF from AppSource
  3. Configure your document settings using Easy PDF's standard process
  4. Test with a sample rental invoice
  5. Start batch processing with confidence

Need Help?

Setting up document automation shouldn't be complicated. If you run into any challenges or have questions about RPM Easy PDF:

  • Technical Support: Contact Suite Engine support through your usual channels
  • Easy PDF Documentation: Visit easypdf365.com for detailed guides
  • Business Central Help: Check Microsoft's official documentation for extension management