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Batch Processing Issuing Reminders/Emailing Customers

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Posted on by KRudolf

Is there a way to batch process/automate issuing reminders, and then emailing them to our customers. We would look to have this run once a day, and batch email to customers email address associated with the reminders in our customers document layout.

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Nitin Verma 21,273 Moderator on at

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RE: Batch Processing Issuing Reminders/Emailing Customers

Hi,

You can also investigate once Power Automate to send the reminder, and integrate with your Outlook id.

Thanks
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David Cole 1,975 on at

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RE: Batch Processing Issuing Reminders/Emailing Customers

Zetadocs automates the batch delivery of issued reminders for you and is designed for use with Business Central.

You can specify delivery details including a daily delivery schedule and the email address to be used. You can also have multiple document layout templates for use at the different payment reminder stages. More information about this solution here.