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

Microsoft Business Central Collection Plan Reminders

Sending automated collection reminders in Business Central saves time and effectively prompts 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 Automation Collection Plan. This collections 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 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.

 

Microsoft Dynamics 365 Business Central Collection Plan

 

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.

Microsoft Dynamics 365 Business Central Collection Plan Assignment

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.

Customer 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.

Collection 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.

microsoft dynamics 365 business central collection template letter