A Reminder in Business Central is a document that lists a customer's overdue invoices and can add reminder fees or interest according to a reminder terms setup.
A Reminder is the dunning document Business Central creates for a customer whose invoices are past due. It is built from open customer ledger entries and follows a Reminder Terms code that defines the levels, the grace period, the wait time between levels and whether fees or interest are added. Reminders can be issued, which posts any fee or interest and records the reminder level so the next run picks the following level.
Reminders live in the Reminders list, which you reach with Alt+Q and a search for Reminders. The rules behind them are on the Reminder Terms page, with a Levels sub-page for each step. The Reminder Terms Code field sits on the customer card in the payments area, and issued documents are kept in the Issued Reminders list.
Customer C00120 has invoice 103254 for CHF 4 820.00 due on 2026-04-30 and still unpaid on 2026-05-20. With reminder terms DOMESTIC whose level 1 has a grace period of 5 days and an additional fee of CHF 20.00, creating reminders on 2026-05-20 produces a level 1 reminder listing the invoice, the CHF 4 820.00 remaining amount and the CHF 20.00 fee. Issuing it posts the fee to the customer account and stamps the ledger entry with reminder level 1, so a run three weeks later can escalate to level 2.
The most common problem is running reminders before payments and credit memos have been applied, which chases customers for amounts they already settled. Another is a document date that does not reflect the day you actually send, since overdue calculation and interest depend on it. Teams also issue reminders and then delete the issued document to correct a mistake, which loses the audit trail; correcting entries is the safer route. Finally, a customer whose card has no Reminder Terms Code is skipped entirely, and overdue entries carrying an On Hold code are left out unless you select Include Entries On Hold when you create the reminders, which is easy to forget when someone asks why nothing was sent.
Reminders work best on a fixed rhythm, so schedule the creation batch and review the proposal before issuing rather than issuing blind. Zentriq Agent can answer questions over your Business Central data such as which customers are more than thirty days overdue and by how much, before you decide which reminder level to run, and any record it drafts still waits for your approval.
A Reminder is a dunning letter that lists overdue invoices and can add a fixed fee, while a finance charge memo focuses on charging interest on overdue amounts. Both are driven by their own terms setup.
Usually the entries are not yet past the grace period, the invoice has already been applied or credited, the customer card has no Reminder Terms Code, or the overdue entries carry an On Hold code and Include Entries On Hold was not selected on the Create Reminders request page.
Zentriq's AI tools automate many of the manual processes around reminder in Business Central. Learn about the Zentriq Agent or try Zentriq PunchOut to see how AI simplifies procurement in BC.