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CRM 2011 : Payment Plan reminder RRS feed

  • Question

  • Hi All,

    I want to have a workflow which should remind my client 21 days before the due date.

    For example if my client says that he want to pay in four instalments. So the first will be paid immediately but after the first one I want a workflow to keep looking for next instalment date, 21 days before due date it should send email with invoice and same without human interaction for the third and so on....

    Thanks


    Hassan

    Tuesday, June 10, 2014 1:49 AM

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