Issue sales reminder and send

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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Document Handling" which is available at Microsoft AppSource. Click to visit AppSource. Document Handling

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Presenter: Christina Fausbøll, Product Manager

From our reminders, we can with document handling issue and send a reminder in one go.

We go into process and issue and send reminder.

I can replace the posting date, I can choose to hide email dialog.

So it will give me the email preview and I can process these emails with the job queue so I can keep on working in business central without waiting for the reminder to be issued and sent.

But in this case, I will just press OK.

Now, the reminder email has been created and as an extra feature in document handling, all the sales invoices included in the reminder has been attached to the email.

And now I can press send email and reminder will go off to the customer.