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Reminder term automation

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Posted on by LF-16052033-0

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Hello,

How can we stop reminders from combining reminders term levels from adding onto the same reminder?

For example, a reminder term level of 45 days is a 2nd level. On the same reminder generated, a reminder level of 30 days is the 1st level was added to the same reminder.

Is there a way that two reminders can be generated between for the two different reminder levels? That way we can send an email for each reminder level with the different reminder communication message in the email.

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Dynamics 365 Business Central

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YUN ZHU 92,077 Super User 2025 Season 2 on at

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Reminder term automation

Hi, Since a customer can only set one Reminder Terms, there may be no better way than to manually send it again.

Hope this helps.

Thanks.

ZHU

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Mansi Soni 8,837 Super User 2025 Season 2 on at

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Reminder term automation

Hello,

In Business Central, the behavior you're seeing - where multiple reminder term levels (e.g., 30 days and 45 days) are combined into a single reminder - is standard functionality when reminders are generated without restriction, as the system consolidates overdue entries into the most applicable reminder level. To ensure that each reminder level (e.g., 1st and 2nd level) generates a separate reminder document with its own message and timing, you need to generate and issue reminders at each level before the next level becomes due.

In other words, you should run the Create Reminders process more frequently, ensuring the first-level reminder (e.g., after 30 days) is generated and sent before the customer’s overdue balance reaches the second-level threshold (e.g., 45 days). This way, Business Central won’t skip or merge levels, and each reminder will be created independently, allowing you to send unique email communications based on the specific reminder level and its associated text. Additionally, ensure that in the Reminder Terms setup, the Grace Period and Due Date Calculation are clearly defined for each level.

Hope this answer will help you!

Regards,
Mansi Soni

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Gerardo Rentería Ga... 23,560 Most Valuable Professional on at

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Reminder term automation

Hi, good day
I hope this can help you, and give you some hints.

How To Send Reminders In Business Central - Business Central Geek

Business Central 2024 wave 1 (BC24): New Account Receivables administrator role center, New Reminder Terms setup and Reminder Automation | Dynamics 365 Lab

Best Regards
Gerardo

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Khushbu Rajvi. 19,133 Super User 2025 Season 2 on at

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Reminder term automation

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-automate-reminders

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KasparsSemjonovs 4,659 Super User 2025 Season 2 on at

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Reminder term automation

It should be working already that way.
Please re-check Your Due date and Grace period settings on the Reminder Term levels and check that the customer has the correct Reminder terms Code assigned.

Grace Period: Specifies the period after the due date of the invoice or from the due date of the previous reminder after which the reminder is created.

Due date calculation: Due date of the reminder. The due date is calculated from the due date of the reminder header.

From the blog post: Reminders functionality in Dynamics NAV

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