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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Mar 1, 2024 |
Apr 1, 2024 |
Business value
Make your collections more effective by automating the process of creating, issuing, and sending reminders to your customers. Automation can greatly reduce the time you spend on this workload, provide a better overview of the process, and give you full control over each step.
Feature details
You can automate each step in the reminder process. Set up automated jobs to create, issue, and send (or print) reminders. Create custom email texts for each reminder level so your messages match your business's collection policies and practices.
Set up reminder automation on the Reminder Automation page, where you create the individual automations. You can combine the steps to create, issue, and send reminders. Or, create separate automations for each step if that setup works better for your collections process.
On the Reminder Automation page, define the individual actions (steps) in the automations. Set filters for reminder terms for the automation as a whole. Set additional filters for each action in the automation. You can also include outstanding invoices attached as PDFs to the emails.
When you set up and start an automation, it runs until you put it on hold or stop it. To control how the automation runs, open the Job Queue Entries page and set the recurrence to daily or every Tuesday, for example.
On the Reminder Level Communication page, enter texts to show on the reminder on the Attachment Text FastTab, and body texts for emails on the Email Text FastTab. With these texts, you can tailor messages for each reminder level, making the process more flexible and accommodating business policies for communicating payment requests.
When you send an email, you attach the reminder report to the email. On the Report Selection Reminder/Finance Charge page, you choose the report that creates the reminder and select the report for the email body text in the Email Body Layout Name field. When you send emails to customers, the texts on the Email Text FastTab go into the report you select in the Email Body Layout Name field. The standard report uses different text fields for this content: GreetingText, BodyText, and ClosingText. If you want, you can edit this report to add more content. To customize the layout of these reports, you can manage and edit them on the (searchable) Report Layouts page.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
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