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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Send remindersbefore t...
Small and medium business | Business Central, N...
Suggested Answer

Send remindersbefore the due date

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Posted on by ashan 19

Hello, experts.

 I'm looking for a solution that allows us to send reminders before the due date in Business Central.

Using the base product feature, I was unable to find a workaround for sending reminders multiple times before an invoice is due.

If anyone has anything related to this, it would be greatly appreciated.

Kind regards,

Ashan

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Bilal Haider Profile Picture
    Bilal Haider 412 on at

    Reminders are for over due amounts. But if you want to create reminders before payment is over due then you can change the Document Date on Create Reminders report to an over due date. It will create Reminders before actual due date.

    pastedimage1678256807713v1.jpeg

    While issuing reminders you can again change Posting Date to correct date. 

    pastedimage1678256817093v2.jpeg

  • KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,764 Super User 2025 Season 2 on at

    Haven't tried it myself, but You can try to set the date calculations negative. For example in Reminder levels, set 1st level Due date calculation = -5D.  That should create a reminder 5 days before the actual due date.

  • ashan Profile Picture
    ashan 19 on at

    Hi Kaspars,

    Thank you for the feedback. We cant add minus values in reminder terms.

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 60,993 Super User 2025 Season 2 on at

    You can try this app from AppSource

    appsource.microsoft.com/.../PUBID.progressussoftware|AID.arcollections|PAPPID.681d4058-e3cd-4ae1-8191-5f5b2712a71d

  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,764 Super User 2025 Season 2 on at

    Hi, Ashan,

    Do You have any modifications in that area? In standard system this is possible. Just tested.

    pastedimage1678690742828v1.png

    This setup creates first level reminder 2 weeks before due date. 
    When creating reminders, You have to take out the checkmark - Only entries with overdue amount.

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