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How to Setup and Manage Reminder in Business Central

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Dynamics 365 Business Central

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Dec 17, 2024

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  • Businesses using reminder systems are 70% more likely to meet their deadlines consistently.
  • Reminder Terms in Microsoft Business Central define conditions and timing for sending reminders.
  • Reminder Terms allow for the creation of rules for when reminders are triggered, with fields like Code, Description, Grace Period, Interest Rate, and Interest Calculation Method.
  • Reminder Levels in Business Central help set up escalating reminders with timing and messaging specifications.
  • Customer Communication in Business Central generates email templates for reminders and allows customization for each reminder level.
  • By setting up and managing reminders in Dynamics 365 Business Central, businesses can streamline accounts receivable and maintain healthy cash flow.
  • Properly managed reminders not only help businesses stay organized but also improve customer relationships by clearly communicating payment expectations.
  • Regular review and adjustment of reminders in Business Central ensure the reminder process remains efficient and effective for businesses.

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