web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Reminder automation

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

Suggested Answer

Reminder automation

(4) Share

Report

Report

Posted on by MS-30040609-0

463

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?

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses Img

All responses (6)

Answers Img

Answers (0)

Sort by

Suggested answer

Steven Renders 5,698 Moderator on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
KasparsSemjonovs 4,838 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Ramesh Kumar 7,561 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 101,846 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Jainam M. Kothari 16,892 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

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/

Was this reply helpful? Yes No
Suggested answer

Khushbu Rajvi. 22,625 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No

Join the conversation

Helpful resources

News and Announcements

🚀 Season of Sharing Community Challenge Launch! 🚀

Ask A Community Pro

Introducing our New Video Series: Community Spotlight

Quick Links

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

#1

OussamaSabbouh 2,454 Super User 2026 Season 1

#2

YUN ZHU 1,806 Super User 2026 Season 1

#3

AndrewThomas81 1,538

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans