How to Send Past Due Invoices within Dynamics 365 Business Central

This blog originally appeared here on the iSolutions blog.

To send past due invoices within Microsoft Dynamics 365 Business Central, follow these steps below.

Collections

Inside of Dynamics 365 Business Central, go to the customer record and pull up the iSolutions Collections window under actions:

Past-Due-Invoices

Select One or More Invoices

On the Collections form below, you can select multiple past due invoices to email. Once you have selected the invoices to be emailed, simply click on the email button highlighted:

Past-Due-Invoices

Select Contact

If you have multiple contacts, you can select which contact to send the past due invoices to. Once you have selected the contact, hit the Send Email button:

Past-Due-Invoices

Click to Pay

Your customer will receive their past due invoices with a click to pay link at the bottom:

Past-Due-Invoices

If you have any questions about using iSolutions with Dynamics 365 Business Central, please connect with us.

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