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Can reminders go out automatically

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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?

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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,333 Super User 2024 Season 2 on at
    RE: Can reminders go out automatically

    Hi, Here's a simple example if you're considering customization.

       

    Thanks.

    ZHU

  • Suggested answer
    Govinda Kumar Profile Picture
    Govinda Kumar 2,203 Super User 2024 Season 1 on at
    RE: Can reminders go out automatically

    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

  • Suggested answer
    tanya07 Profile Picture
    tanya07 1,554 on at
    RE: Can reminders go out automatically

    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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