How to Setup Collection Plan Reminders within Microsoft Dynamics 365 Business Central

Visit Website View Our Posts

Set it and forget it

Sending automated reminders saves time and effectively prompts clients/customers to pay their incoming or past due invoices in a timely manner. Sending these reminders just became much easier for your business with the Accounts Receivable (AR) Automation “Collection Plan” window. This organization tool will allow you to select when to send these reminders, customize the email, and choose which customers receive them. Here’s how to do it:

To setup an automated reminder Collection Plan within Microsoft Dynamics 365 Business Central, start by opening up the Collection Plan by iSolutions window as shown below.

You can setup as many actions as you would like. In the first example highlighted below, we are sending a reminder to customers who owe money within the next 5 days. Each step can have its own template letter assigned.

 

Customer Assignment

To assign the Collection Plan to your customers, select “Assign” and choose which customers this will apply to.  Each customer can have one plan assigned to them.

Collection Email

Your customers will receive an email like the one below. It has a convenient "View Open Invoices" link at the bottom that your customers can click on top view ALL open invoices. The past due invoices are also attached individually.

Click to Pay

Clicking into the “View Open Invoices” link will take you to a payment portal page that shows all open invoices – open and past due.  The customer can pay one or more open invoices.

Collections Template Letter

Each action can have its own template letter that can be modified. You can choose which line items to add. See below for possible options.

Leave a Comment

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Show Buttons
Hide Buttons
353