Ensuring timely payments from customers is key to maintaining your company’s financial liquidity. For this process to be effective, it's essential that information about upcoming or overdue payments reaches customers quickly, clearly, and in line with established procedures.
Automating payment reminders
Regularly reminding customers about upcoming payment deadlines is crucial for maintaining the financial health of your business. Typically, these reminders are sent via email after manually creating the message and copying data from the system. This process is time-consuming and prone to errors. A moment of inattention can lead to sending reminders with incorrect data or to the wrong recipient.
Automating this process helps avoid these issues, reduces the risk of errors, and saves employees’ time. No longer will staff need to manually draft separate emails for each customer and input payment details from customer ledger entries.
How can you save time without compromising on customer notifications?
Standard features in Business Central allow managing customer data and monitoring payments but do not offer a fully automated reminder process for approaching or overdue payments.
While Business Central does offer the Dunning feature, setting it up and creating dunning documents can be cumbersome for quick, simple reminders. If this approach is too time-consuming, N24 Payment Reminder is the perfect solution.
Our solution allows you to generate and send simple payment reminders directly from the system. No additional entries or documents are created. Each notification has a consistent and clear structure, with details like the document number, due date, and outstanding amount automatically filled in. Users receive pre-configured email templates customized for both pre-due and overdue payments.
However, you still maintain control over the emails. Each message can be edited before sending, and you can enable a global preview setting for further efficiency.
With our solution, reminders are generated automatically. After selecting the appropriate entry from the Customer Ledger Entries list, simply click the Notify Customer of Payment Due Date action. This improves customer communication and helps effectively manage payment schedules and execution.
Key features of N24 Payment Reminder:
📨 Automated email generation and sending allows you to send payment reminders directly from Customer Ledger Entries with just a few clicks.
👤 With configurable recipients you can set fixed recipients in the CC (DW) and BCC (UDW) fields to ensure reminders reach the right people.
🕹️ Automatic inclusion of key details like document number, due date, and outstanding amount, eliminating manual data entry.
Where to find this product?
The N24 Payment Reminder solution is available for direct purchase on AppSource. It is designed for all Business Central users, regardless of industry segment. If you need help with installation or have any questions, fill out the contact form below to reach us.
Discover Payment Reminder on 🌍AppSource.
