how to send Reminders before the due date payments

(6) Share

Report

Posted on by peter fun

739

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.

Categories:

Dynamics 365 Business Central

I have the same question (0)

All responses (6)

Answers (1)

Verified answer

Jainam M. Kothari 15,803 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

Nitin Verma 21,794 Moderator on at

Like (1)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
peter fun 739 on at

Like (2)

Report
Copy link

Link copied!

so Jainam M. Kothari you mean we need to do customization?

Was this reply helpful? Yes No
Jainam M. Kothari 15,803 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hello,

Yes You need to do customization for the same.

Was this reply helpful? Yes No
Suggested answer

CU28111444-0 62 on at

Like (1)

Report
Copy link

Link copied!

@peter fun I don't think you need customisation do this. you can set the grace period for the reminders with a negative date formula (for example -5D) and the system will generate a reminder before the due date.

Was this reply helpful? Yes No
Suggested answer

Jeffrey Bulanadi 9,112 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!
Hi,
In standard BC, the built-in Reminder feature only creates reminders for overdue invoices, not for invoices that are still before the due date. The system checks customer ledger entries that are past the due date when generating reminders.

You cannot send a standard reminder before the due date using the out-of-the-box reminder function.

Why it behaves this way

The Create Reminders function looks at outstanding balances that are overdue based on due date and document date.

Reminder setup has fields like Only Entries with Overdue Amounts which restrict the process to overdue items.

Unless you customize or use an extension, there is no standard configuration for pre-due reminders.

What you can do if you must send a reminder before the due date

Use Customer Statements to communicate upcoming payments manually.

Build a custom report/query that selects open invoices with due date = Today + X days.

Use a third-party extension from AppSource that supports pre-due notifications.

Helpful References
Send Reminders of Outstanding Balances - Business Central | Microsoft Learn
Set Up Reminder Terms and Levels - Business Central | Microsoft Learn

If you find this helpful, feel free to mark this as the suggested or verified answer.

Cheers
Jeffrey

Was this reply helpful? Yes No