Finance
Reminder Header Level and Updating Reminder Texts
How to update reminder texts in Business Central? START VIDEO In some cases, we would like to update the reminder text on our reminders. As standard, when open entries still have not been paid since our last reminder, the reminder level will be ...
Creating Reminder with Interests
How to create a reminder with interests in Business Central? START VIDEO Reminders with interest are issued the same way as normal reminders. The interest is set up on the reminder terms code, but let me show you a customer that has a reminder term ...
Canceling Issued Reminders
How to cancel issued reminders in Business Central? START VIDEO It is possible to cancel an issued reminder directly from the reminder. If interest was automatically posted then the reminder was issued, this is also canceled. Let me show you. I ...
Creating Reminders automatically
How to automatically create reminders in Business Central? START VIDEO To create reminders automatically in a batch job, we can do this from the reminder page. If you have the accountant role center, we can also do it directly from here, in Create ...
Creating Reminders Manually for a single Customer
How to manually create customer reminders in Business Central? START VIDEO To create reminders manually, we search for the reminders in the Search function. I add New, find the customer number that I want to make a reminder for… To insert all lines ...
How to set up reminder terms in Business Central?
In Reminder Terms, we can add different codes with different setup for each reminder term that we want to connect to a customer. Start Video We can add a new one by pressing New. In description, we give our reminder term a description. In Number of ...