If you send payment reminders from Microsoft Dynamics 365 Business Central, the Document Handling functionality lets you issue and send a reminder in a single step. You start the process from the reminder itself, and Business Central creates the reminder email automatically.
You can hide the email dialogue so you skip the email preview. You can also process the emails through the job queue, which means you keep working in Business Central while the reminders are issued and sent in the background.
Document Handling adds one practical feature on top of this. It attaches all the sales invoices included in the reminder to the email, so the customer receives the reminder and the underlying invoices together.
Issuing and sending reminders in one step with Document Handling
In Business Central, you normally handle reminders and the sending of reminders as separate actions. With Document Handling, you can combine them. From your reminders, you issue and send the reminder in one go.
You start by going into Process and choosing Issue and Send Reminder. From here you have a few options to control how the reminder is handled.
Options when issuing and sending a reminder
When you run the process, you can:
- Replace the posting date.
- Hide the email dialogue, so you don’t get the email preview.
- Process the emails with the job queue, so you can keep working in Business Central without waiting for the reminders to be issued and sent.
If you don’t need any of these adjustments, you simply press OK and the process runs.
Sales invoices attached to the reminder email automatically
Once you confirm, the reminder email is created. Here is where Document Handling adds value: all the sales invoices included in the reminder are attached to the email automatically. You don’t have to find and attach them yourself.
From there you press Send Email, and the reminder goes off to the customer with the relevant invoices included.
Q&A
Can I issue and send a reminder in one step in Business Central?
Yes. With the Document Handling functionality, you can issue and send a reminder in a single process. You start from the reminder, choose Issue and Send Reminder under Process, and Business Central creates and sends the reminder email.
How do I avoid waiting while reminders are issued and sent?
Process the emails through the job queue. This handles the issuing and sending in the background, so you can keep working in Business Central instead of waiting for the reminders to be issued and sent.
Can I skip the email preview when sending a reminder?
Yes. Choose the option to hide the email dialogue, and Business Central won’t show you the email preview before sending.
Are the sales invoices included when I send a reminder with Document Handling?
Yes. Document Handling automatically attaches all the sales invoices included in the reminder to the email, so the customer receives the reminder and the underlying invoices together.