Step by Step: How to automate payment reminders in Microsoft Flow

This article outlines how to generate an automated payment reminder in Microsoft Flow.

In this step-by-step description, we create a scheduled flow that executes a DocumentsCorePack (DCP) template against a list of invoice records where the due date is on or before today’s date. For each result, an overdue notice is sent using a standard email in Dynamics 365.

1. Create a scheduled Flow.
Build a scheduled flow and define when to execute it.

Figure 1: Creation of a scheduled flow

2. Get overdue invoices.
Click on Create and select the List rows action of the Microsoft Dataverse.

Figure 2: Obtain overdue invoices

Please select the entity(table) from which you want to start. In this example, we start from the entity(table): Invoice.

Since we only want Invoice records where the due date is on or before today and the status is “active”, we added a filtered Fetch-XML.

Figure 3: Specify Invoice selection and further requirements

3. Create Document.
Within the Apply to each section, we use the DCP connector to add a Create Document Job (sync) action.

Figure 4: Create Document

Select a template that is based on Invoice and select the InvoiceId as the EntityId. In our example, the file type has to be HTML since we want the document to be placed as the content of our email.

4. Create an Email record.
Click on Add an action to add a new row and to specify it as an email message.

Figure 5: Create an Email record

5. Attach the document to the email.
Please press Add an action again and select the Attach DocumentJob to Email action from the DocumentsCorePack Connector.