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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / how to send Reminders ...
Small and medium business | Business Central, N...
Answered

how to send Reminders before the due date payments

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Posted on by peter fun 633
hey let say i have a customer his invoice due date is 25 feb and i want to send him reminder before the due date i have tried but unsuccessful. does reminder functionality only for overdue payments are i can send reminders before the due day please someone guide me steps with screenshots if possible.
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Dynamics 365 Business Central
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  • Verified answer
    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 15,639 Super User 2025 Season 2 on at
    Hello,
     
    Yes the reminder terms in the Out of the Box Business Central is for Overdue Payments.
     
    For before the Due Date if you need to send the reminder then you need to Customize the same.
     
    May this can help :
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,708 Moderator on at
    In My case I used custom method to send the payment reminder to my client, based on Job queue which look the Customer's Payment Terms and Posted Sales Invoice Due Date. You need to develop this phase to achieve that.
     
    Thanks.
  • peter fun Profile Picture
    peter fun 633 on at
    so Jainam M. Kothari  you mean we need to do customization?
  • Jainam M. Kothari Profile Picture
    Jainam M. Kothari 15,639 Super User 2025 Season 2 on at
    Hello,
     
    Yes You need to do customization for the same.

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