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Can reminders be set up to go out to customers at the end of each month who have overdue invoices on their account?
Hi,
Yes this requires development where an email can be rolled out end of each month who have overdue invoices on their account.
Regards,
Tanya Kharbanda
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Hi Maria Dixon,
In addition to custom development, there is also an out of the box solution where you can set up Reminder terms and assign them to customers. This allows you to automatically send reminder notifications to customers who have overdue invoices, without the need for custom development.
For more information on how to set up reminder terms, you can check out documentation.. learn.microsoft.com/.../finance-setup-reminders
I hope it helps
Regards
Hi, Here's a simple example if you're considering customization.
Thanks.
ZHU
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