---
title: "Reminder"
slug: "bc-reminder"
description: "Learn how to send customer reminders for outstanding balances using Microsoft Dynamics 365, including setup and email configuration steps."
tags: ["BC", "BIS", "Business Central", "Business Integration Solutions", "Walkthrough"]
updated: 2026-06-25T12:21:52Z
published: 2026-06-25T12:21:52Z
canonical: "docs.staedean.com/bc-reminder"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reminder

This walkthrough provides an overview of how to send a reminder to your customer for an outstanding balance.

## Prerequisites

| Template | Description | Default report |
| --- | --- | --- |
| NM_IREMINDER | Template: Reminder for overdue invoice sent by [Email Writer](/business-central/docs/bc-emai-writer-endpoint) | Reminder (117) |

## Story

This connection uses the following pipeline elements:

- The **Record Change Event** triggers on **Insert** and links to the internal document NM_IREMINDER_TRIG, which contains only one field: the **No.** field from the Reminder Header table. When a new record inserts in the Reminder Header table: when you create a reminder manually or use the **Create Reminders** batch job. The **Record Change Event** then detects the new reminders.
- The **XML Generator** activity creates an XML file based on an internal document.
- The **Splitter** activity creates one message for each reminder.
- The **Header Mapper** activity adds the headers to the message body, filling in the recipients and email subject.
- The **XML to HTML Translator** activity creates an HTML email message based on your branding templates. You can also configure an HTML body manually.
- The **Attachment Generator** activity adds attachments to the email message based on standard Microsoft Dynamics 365 Business Central report functionality.
- The **Email Writer** endpoint sends the email.
- The internal document NM_IREMINDER contains all the information needed to configure the **XML Generator** activity, the **Splitter** activity, the **Header Mapper** activity, and the **XML to HTML Translator** activity. Adding other fields to this document lets you define a personalized email message.

![REM User Event](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_NM_RecChngUsingEmailWriter.png)

## Setup

1. Import the Notification-NM_IREMINDER.zip configuration package.

![REM Import](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_Reminder_Import.png)
2. Open the NM_IREMINDER notification.
3. Add a new email account in **Email Accounts**, then select **SMTP Account** to send notifications via the Papercut SMTP server.

![Email Account](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/bis_EmailAccountIDsetup.png)
4. On the notification page, edit the **EMAILWRITER** and add the **Account ID** created in the previous step. Run the configuration once.

![REM Settings](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_Reminder_Settings.png)
5. Go to the designer of the NM_IREMINDER internal document.
6. Select the **ReminderLine** node and check whether the table filter exists, that is, **Document Type** = **Invoice**. If not, use the assist edit to provide the filter.

![REM Table Filter](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_Reminder_TableFilter.png)

## Process

1. Open the **Reminder List** (page 436).
2. Use the **Create Reminders** batch to create a reminder for a customer, for example, Selangorian Ltd.
3. Check the data on the **Reminder Card**.
4. Use **Issue** to issue the reminder.
5. Open the **Issued Reminder List** (page 440).
6. Check the data on the **Issued Reminder Card**.
7. Go to the NM_IREMINDER notification.
8. Select **Record Change Event**, select **Edit**, then **Navigate**, then **Design**. Check whether the event detected the record insert.

![REM RecCh](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_Reminder_RecChngDet.png)
9. Process the notification.

## Result

![REM Result](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_Reminder_Result.png)

The mail sends to all recipients. Using Papercut, the mail is captured in the demo environment, showing a preview of the HTML mail body and a PDF attachment of the **Reminder - Test** report.

> [!NOTE]
> **Note**
> 
> For a brief guide, see [Papercut SMTP setup](/business-central/docs/simulate-mail-using-papercut).

## Related

- [EMAILWRITER endpoint](/bc-emai-writer-endpoint.md)
- [Simulate mail using Papercut](/bc-simulate-mail-using-papercut.md)