Check invoices on a schedule
Every minute, Dynamics 365 Business Central is searched for sales invoices whose due date was about 30, 60 or 90 days ago.
FinanceAccounts ReceivableCollections
Business Central Dunning Automation by Email, SMS and Teams
Chase overdue Dynamics 365 Business Central invoices with a Microsoft Outlook email at 30 days, a Twilio SMS at 60 days and a Microsoft Teams alert at 90 days
Apps used in this template
About this template
What This Workflow Does
Finance teams check aging reports by hand and chase late payers one by one, so follow-up is late and uneven. Running every minute, this template finds Dynamics 365 Business Central sales invoices about 30, 60 and 90 days past due with a balance above zero, then emails the customer through Microsoft Outlook, texts them through Twilio, or alerts your team in Microsoft Teams.
Key benefits
- Three-stage escalation — Email at 30 days, SMS at 60 days and an internal alert at 90 days.
- Paid invoices skipped — Only invoices with a remaining balance above zero get a reminder.
- Invoice details included — Messages carry the invoice number, dates and amount due.
- Team visibility at 90 days — Long-overdue invoices reach a named person in Microsoft Teams.
Inside the flow
How the template works
Every minute, the flow searches Dynamics 365 Business Central for invoices about 30, 60 and 90 days past due and pulls each customer record. Invoices with a balance above zero get a Microsoft Outlook email at 30 days, a Twilio SMS at 60 days, or a Microsoft Teams alert at 90 days.
Get the customer record
The customer on each invoice is retrieved so messages can be addressed and personalized.
Skip invoices already paid
Only invoices with a remaining balance above zero move on to a reminder or alert.
Email at 30 days
Microsoft Outlook sends the customer an email with the invoice number, invoice date, due date and amount due, asking for a payment update.
Text at 60 days
Twilio sends an SMS to the customer's phone with the invoice reference, amount due and due date, asking for prompt payment.
Alert the team at 90 days
Microsoft Teams sends a one-on-one message to a set recipient with the invoice number, customer name and amount due.
Business Benefits
Run a consistent collections cadence for every overdue Business Central invoice
01
Less manual chasing
Invoice checks and reminders run without staff reviewing aging reports.
02
A clear escalation path
Every overdue invoice follows the same email, SMS and Teams sequence.
03
No reminders on paid invoices
The balance check stops collection messages on invoices with nothing due.
04
Clear messages for customers
Each reminder states the invoice, amount and due date, so customers know what to pay.
05
Focus on hard cases
Finance staff spend time on 90-day accounts instead of routine reminders.
01
Less manual chasing
Invoice checks and reminders run without staff reviewing aging reports.
02
A clear escalation path
Every overdue invoice follows the same email, SMS and Teams sequence.
03
No reminders on paid invoices
The balance check stops collection messages on invoices with nothing due.
04
Clear messages for customers
Each reminder states the invoice, amount and due date, so customers know what to pay.
05
Focus on hard cases
Finance staff spend time on 90-day accounts instead of routine reminders.
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Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does Business Central dunning automation work?
A scheduled check finds Business Central invoices about 30, 60 and 90 days past due. Each one with a balance due gets an email, an SMS or a Teams alert based on its age.
Which channel is used at each stage?
Will customers who already paid get reminders?
Who receives the 90-day alert?
What needs to be in place before it runs?
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President, Bernardo 1946
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CEO and Co-Founder, Nine Line
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appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
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Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
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Sales Director, Trimwel
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Renegade Brewery
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MD, All Marine Spares
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CEO, Designer Boys
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Columb McCluskey
Sales Director, Trimwel
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Richard Grew
Renegade Brewery
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