Dear all,
I need your help on sending customer payment reminder in D365 F&O.
Currently within the credit and collection module, system can send dunning letter if customer did pay on time, however we want to be proactive which means maybe 10 days before the invoice due date, we would like to send customer a payment reminder to say these are the invoices will be due in 10 days.
I know from the collection process automation, it's possible to send an email before an invoice is due, however, it sends emails for every single invoice, if a customer has 100 invoices due on the same date, system will send 100 emails which is annoying to customers.
so Is there a way from standard functionality to send customer payment reminder for a list of invoices which will be due in several days?
if not, what's the best approach to have the customisation? The options I could think of are
1. Amend existing dunning letter process to be able to include invoices which due date is in the future.
2.Amend existing collection automation process to consolidate all the invoices for one customer and send payment reminder in one go.
3.Develop a new reports similar to customer statement but only include invoices which is due in a few days and send it to customers.
4. Power automate, I'm not familiar with this, but thought it might be an option.
I appreciate any comments on this requirement, many thanks!
