Dynamics Community Forum Thread Details

Help with reminders

Hello

I need some assistance with configuring reminder emails in Business Central Version 2027.

My objective is to have the email body contain only the following text:

Dear Customer,

You are receiving this email as formal notification that payment owed by your organisation is now past due. Please find attached a statement of account detailing the outstanding overdue amounts.

[Reminder Level Beginning Text]

[Reminder Level Ending Text]

Kind regards,

Accounts Receivable Team

I do not want the list of overdue invoices or statement details to appear within the body of the email, as these will be included in the attached PDF document.

In addition, for the PDF attachment itself, I would like to exclude the Beginning Text and Ending Text that are currently configured on the Reminder Level. Ideally, the PDF would only contain the statement/reminder details and outstanding invoices.

Could you please advise whether this configuration is possible in standard Business Central 2027, and if so, where these layouts and settings can be modified?

Categories:

Dynamics 365 Business Central

This is all possible.

Go to the Report Selection Reminder/Finance Charge page and change the Usage field to Reminder. This will show you which report ID is currently selected for reminders.

You would need to modify the layout for that report to remove the reminder text from the report attachment itself.

You can also create a separate custom Word layout for the same report and use that layout as the email body.

In the Report Selection Reminder/Finance Charge page, you can then set the modified report layout as the default attachment layout and set the email body layout as the default email body.

Hope this helps as well - Set Up Reminder Terms and Levels - Business Central | Microsoft Learn

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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