I want to setup automated e-mail reminders to customers when their outstanding balance hits 30 days, 60 days, and 90 days. Does anyone know how to do this?
I think you need to use “Business Notification”…that may help you to do that.
You can acheive this without the cost and effort of business notification but will require some coding. First you need to decide how “automatic” you want it e.g. a report that is manually run or a scheduled one. The problem with scheduling is that if an error occurs, how can they be rectified. A report to generate all reminders and then issue and E-mail them can be done on standard Nav - talk to your local partner.