How to manually create customer reminders in Business Central?
To create reminders manually, we search for the reminders in the Search function.
This is what happens in the video
In Microsoft Dynamics 365 Business Central you can create payment reminders manually for individual customers. You start by searching for Reminders in the Search function, add a new reminder, and select the customer number you want to remind.
You use the Suggest Reminder Lines function under Process to automatically insert all overdue entries for the customer. You can choose to include only open entries that are overdue, meaning entries where the due date is earlier than the document date on the reminder.
You issue the reminder through Actions, Issue, and you can print it, email it, replace the posting date, or hide the email dialogue. After issuing, you find the reminder under Issued Reminders, either through the Tell Me function or under Posted Documents in the finance role centre.
Creating a reminder manually for a specific customer
When you need to send a payment reminder to a single customer, you can create it manually in Business Central. Start by searching for Reminders in the Search function. From there, add a new reminder and find the customer number you want to create the reminder for.
Inserting overdue entries with Suggest Reminder Lines
To pull in all the lines that are due for the customer, go into Process and choose Suggest Reminder Lines. In the dialogue, you can specify whether you only want entries with overdue amounts to appear. This means open entries that are overdue, where the due dates are earlier than the document date on the reminder.
Once you run the function, the reminder lines are entered along with the beginning text and the ending text that have been set up for the relevant reminder level.
Issuing the reminder
To issue the reminder, go into Actions, then Issue. At this point you can choose to print it or email it. You also have the option to replace the posting date, and to decide whether the email dialogue should be hidden or not. When you are ready, press OK to issue the reminder.
Finding issued reminders
After issuing, the reminder is available under Issued Reminders. You can either search for it through the Tell Me functionality, or find it under Posted Documents and Issued Reminders in the finance role centre. This is where you have an overview of all the reminders that have been issued in the system.
Q&A
How do you create a payment reminder manually in Business Central?
Search for Reminders in the Search function, add a new reminder, and select the customer number you want to create the reminder for. Then use Suggest Reminder Lines to insert the overdue entries.
What does the Suggest Reminder Lines function do?
It inserts all the lines that are due for the customer. You can choose to include only entries with overdue amounts, meaning open entries where the due date is earlier than the document date on the reminder.
What options do you have when issuing a reminder?
You can print it or email it, replace the posting date, and choose whether the email dialogue should be hidden or not. Press OK to issue the reminder.
Where do you find reminders after they have been issued?
Issued reminders are available under Issued Reminders. You can search for them through the Tell Me function or find them under Posted Documents in the finance role centre, where you see all reminders issued in the system.