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Email Reminder - Due date invoice

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Posted on by Community Member Microsoft Employee

Dear all,

I would like to setup an automatic invoice status reminder to my customers accounts.

What I am trying to reach is the following :

We have issue and invoice to a customer with for instance an Issue date of 10 january and a Due date of 20 january .
Then I would like to be able to send Reminder 1 an automatic email when the Current date is Due Date - 7 days
Then I would like to be able to send Reminder 2 an automatic email when the Current date is Due Date

Then I would like to be able to send Last Reminder an automatic email when the Current date is passed Due Date

I am using Dynamics 365 Finance and Operations. I would like some guidance on this.

Thanks so much.

Nuria

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Finance and Operations

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Rapothin 80 on at

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RE: Email Reminder - Due date invoice

Hi,

A solution could be to configure a Microsoft Flow that will trigger every day and get all your unpaid invoices.

For each invoice,

If "current date = due date - 7 days", then you send the "Reminder 1" email

Else if, "current date = due date" then you send the "Reminder 2" email

Else, you send the "Last Reminder"

A Microsoft Flow "Switch" component could be use for that case I think.

I hope this solution will help you.

Regards,

Raphael
Community Member Microsoft Employee on at

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RE: Email Reminder - Due date invoice

Did you ever find out how to do this? Thank you

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