web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Creating Reminders in ...
Small and medium business | Business Central, N...
Suggested Answer

Creating Reminders in NAV 2017?

(0) ShareShare
ReportReport
Posted on by laihsb 20

Hey everyone, 

As the title says, we're looking to automate reminders for our customers within our NAV 2017 system for overdue payments. Is this possible to do in NAV 2017? Like for example: When a customer payment is overdue, it will generate an email to the customer with a reminder and how much they owe in a PDF format? I'm fairly new to NAV and I'm not sure if this is possible, so any suggestions or recommendations are appreciated!

Thanks!

I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,329 Super User 2025 Season 2 on at

    Hi, I think the standard function can do it.

    More details:

    https://www.youtube.com/watch?v=GfNwLJDQvko

    https://docs.microsoft.com/en-us/dynamics-nav-app/receivables-collect-outstanding-balances

    https://tinamenezes.wordpress.com/2019/02/01/reminders-functionality-in-dynamics-nav/

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Laihsb,

    Reminders are easy to setup but make sure you set them up slowly and follow the setup steps. I am attaching my Reminder manual to assist you. If you need help, feel free to reach out.

    6740.Finance_2D00_Reminders.pdf

    Hope this helps.

    Thanks,

    Steve

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,229

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,867 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,153 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans
Liquid error: parsing "/globalsearch/?q=Independiente+0+%3A+2+Boca+Juniors++tarjetas" - Nested quantifier +.