how to send Reminders before the due date payments

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Posted on by Talha Yaseen

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hey let say i have a customer his invoice due date is 25 feb and i want to send him reminder before the due date i have tried but unsuccessful. does reminder functionality only for overdue payments are i can send reminders before the due day please someone guide me steps with screenshots if possible.

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Dynamics 365 Business Central

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Jainam M. Kothari 1,359 on at

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how to send Reminders before the due date payments

Hello,

Yes You need to do customization for the same.
Talha Yaseen 110 on at

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how to send Reminders before the due date payments

so Jainam M. Kothari you mean we need to do customization?
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Nitin Verma 21,442 Moderator on at

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how to send Reminders before the due date payments

In My case I used custom method to send the payment reminder to my client, based on Job queue which look the Customer's Payment Terms and Posted Sales Invoice Due Date. You need to develop this phase to achieve that.

Thanks.
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Jainam M. Kothari 1,359 on at

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how to send Reminders before the due date payments

Hello,

Yes the reminder terms in the Out of the Box Business Central is for Overdue Payments.

For before the Due Date if you need to send the reminder then you need to Customize the same.

May this can help :

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