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Small and medium business | Business Central, N...
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Reminder on General Journal

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Posted on by 555

Hi,

A quick question — there is an option for “Reminder” under Document Type in the General Journal. How exactly is this used?

I noticed there’s an option called “Issued Reminder.” When I posted one of these, two types of lines appeared: Customer Ledger Entries and G/L Account. My understanding is that the G/L Account should be linked to the additional amount the customer has to pay (for example, reminder fees).

Hypothetically, I believe this line should appear in the same way as an invoice does. Then, when we receive the reminder-related payment from the customer, it should be managed through this process.

Is my concept right or not? 

 
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  • Suggested answer
    KrisMan Profile Picture
    50 on at
    Reminder on General Journal
    Hi you are correct.
     
    When you post any document in BC, it creates a journal and posts it.
    Therefore, anything you can do as a document, you can generally do as a journal.
    For example, sales order and Sales Journal achieve the same outcome, except you cant print the invoice for a journal
     

    With reminders the same applies.
    Post a normal reminder, check the Entries on the Issued Reminder
    Then post a reminder general journal, and you achieve the same result
    Then you can test if your journal is working the same as your document.
     
    Last question, why would you do a reminder as a journal, it only will create a ledger entry, it doesnt actually provide any tangible outcome for the client or their customers to use this as a journal only.
  • Suggested answer
    TarikJerkovich Profile Picture
    50 on at
    Reminder on General Journal

    In Dynamics 365 Business Central, selecting “Reminder” as the Document Type in the General Journal is used to post reminder-related fees that were issued to a customer.
    After you create and issue a Reminder (for example, due to overdue invoices), and if that reminder includes a reminder fee, you use this journal entry to record that fee. When you post a line with:

    • Account Type = Customer
    • Document Type = Reminder
    • Balancing Account Type = G/L Account (e.g. "Late Fee Revenue")

    Business Central creates:

    • A Customer Ledger Entry for the amount owed
    • A G/L Entry crediting your income account for the reminder fee

    This works similarly to posting an invoice specifically for the reminder charge. When the customer pays, the payment can be applied directly to this Reminder entry.


    However, to fully use this process, you should use the built-in Reminders functionality in Business Central. This allows you to define and configure:

    • Reminder Terms
    • Number of reminder levels
    • Penalty fees or interest percentages
    • Grace periods, wording, and layout per level

    This ensures that reminder fees are calculated and issued correctly, and the general journal entry with Document Type = Reminder reflects those values accurately.

    I hope this information is helpful for you

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