How to Send Past Due Invoices within Microsoft Dynamics 365 Business Central

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Have some of your clients forgotten to pay an invoice or two? There is a simple way to send out past due invoices with iSolutions. Here’s how to do it:

Inside of Microsoft Dynamics 365 Business Central, click “Actions” under the customer record pull up the iSolutions Collection window using the iSolutions app found here.

On the Collections window, select which past due invoices you would like to email out and click “Send Email.”

You can then change who the email is being sent to if needed, and click "Send Email."

Your customer will receive the below email. They can open up and review the specific invoice(s) that were sent. They can also click the "View Open Invoices" button, which will allow them to see all invoices they have not yet paid on their account.

They will then be taken to a secure payment page, and select which invoice(s) they would like to pay today.

Then, they will be asked to enter their payment information.

Once they submit a payment, they will be notified that it went through successfully.


They can then check their email for a receipt, similar to the one below.

Once you go back into Business Central, you will see the invoices that the customer selected and paid will fall off the collections screen.

Questions? Email us at [email protected] or click here.

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