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Small and medium business | Business Central, N...

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Reminder automation

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Posted on by MS-30040609-0

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Can anyone explain to me how reminder automation works in BC?

I have set up a new code called "reminders," which specifies that the job should run once a week, every Monday at 08:00. However, the job still runs at 00:00.

And it always sends reminders three days in a row...

Under "Create," I have set a filter requiring that the invoice must be open and have a remaining balance greater than 0 SEK. Despite this, reminders are still being sent for invoices that were paid late but are now closed and settled.

When I check under "Issued Reminders," I see that many reminders have been printed multiple times.

I want all reminders to be sent every Monday at 08:00, only for overdue invoices with a remaining balance. Additionally, I want each reminder to be sent only once per reminder level.

What am I doing wrong?

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Dynamics 365 Business Central

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Steven Renders 5,672 Moderator on at

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Here's some documentation:

Process financial periodic activities in Microsoft Dynamics 365 Business Central - Training | Microsoft Learn

Automate reminders in collections - Business Central | Microsoft Learn

Send Reminders of Outstanding Balances - Business Central | Microsoft Learn

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KasparsSemjonovs 4,774 Super User 2025 Season 2 on at

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I think somewhere filters are missing, and when You are sending email for reminder, you are sending it not only for new reminders but for all previous.
Check if the newest reminders have Printer times less than older ones, and if this number increases each day.

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Ramesh Kumar 7,529 Super User 2025 Season 2 on at

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Hi,

I hope below can help review the setup. Looks like you are filters are not correct or missing something.

https://learn.microsoft.com/en-ca/dynamics365/business-central/receivables-send-reminders

Thanks!

Ramesh

If this was helpful, please check the "Does this answer your question?" box and mark it as verified.

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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Hi, I'm not sure if this is related to your problem, I hope the following information can give you some hints.

Solved: Reminders Automation - Reminder filter doesn't work

Thanks.

ZHU

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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May this can help : https://learn.microsoft.com/en-us/dynamics365/business-central/finance-setup-reminders

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-automate-reminders

https://learn.microsoft.com/en-us/training/modules/send-reminders-dynamics-365-business-central/

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Khushbu Rajvi. 20,601 Super User 2025 Season 2 on at

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Hope this helps as well:https://www.youtube.com/watch?v=bdmGit6EpBQ

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