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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!
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
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
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