Send reminders to customers in Dynamics 365 Business Central

Intermediate
Business User
Functional Consultant
Dynamics 365
Business Central

Do you want to know how to notify your customers of overdue invoices? If so, complete this module to discover how you can send reminders to customers. Additionally, this module will explain how to set up reminder terms and to create reminders and send them to customers.

Learning objectives

By the end of this module, you will be able to:

  • Discern why and when reminders should be used.
  • Set up reminders in Business Central.
  • Create and issue reminders.
  • Review reminder entries and cancel reminders.

Prerequisites

Basic understanding of how to navigate the Business Central application and of working with customers and the chart of accounts.