Is there any way to apply payment automatically in business central

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Posted on by Business central com

Hi I am working on business central on prem 18. I wanted to know is there any way to apply payments automatically in business central. We integrated web shop with business central, whenever the order comes from webshop into business central then we create a payment entry through code. we want to apply this payment automatically whenever the sales order gets converted into posted sales invoice. I just wanted to know that is there any standard way in business central to automatically close the payment?

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Dynamics 365 Business Central

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Inge M. Bruvik 1,111 Moderator on at

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Yes, there is.

You can define a payment method in Business Central that post the payment when the sales invoice is posted.

So as long as you set up that payment method and make sure your webshop orders are assigned with that payment method when you create them in Business Central. You should be good to go.

docs.microsoft.com/.../finance-payment-methods

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Dallefeld 211 User Group Leader on at

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You can do this using a Payment Method Code that is setup with a Balance Account Type of Bank, Balance Account No. equal to the bank where the funds were deposited.

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Business central com 55 on at

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Right now the problem is the payment is being applied automatically and I wanted to turned off. Do you know where can I turn it off ? I don't want to remove the payment method but I just wanted that payment should not be applied automatically.

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Inge M. Bruvik 1,111 Moderator on at

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Then remove the balance type and account no. from the payment type.

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Business central com 55 on at

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The balance type and account no are already empty in payment method page.

Are you talking about this?

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Inge M. Bruvik 1,111 Moderator on at

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Then you must check the customer that is used for your weborders.

If the Application Method field on the customer card contains Apply to Oldest, payments are applied to the oldest open credit entry, unless you manually specify an entry. If the application method is Manual, you always apply entries manually.

So check if the application method is set to Manually.

If that is not the case then there might be some custom code that do the posting of the payment at the same time the order is posted?

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Dallefeld 211 User Group Leader on at

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You stated "We integrated web shop with business central, whenever the order comes from webshop into business central then we create a payment entry through code. "

So aren't you saying that you have code that is creating the payment entry? Is this what you want to stop?

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YUN ZHU 95,718 Super User 2025 Season 2 on at

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Hi, just add some info.

https://docs.microsoft.com/en-us/dynamics365/business-central/receivables-how-set-up-payment-application-rules

https://www.encorebusiness.com/blog/payment-methods-automatic-payment-in-dynamics-365-business-central/

Hope this also helps.

Thanks.

ZHU

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Business central com 55 on at

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Yes, we are just creating the payment entry but we are not applying payment on invoices and doesn't do the posting of payment.

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Business central com 55 on at

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Thanks for really good explanation. I looked into the customer card as well and it is set to manual as well. but, I don't think so it is some custom code doing because when I deploy this code to fresh company then it doesn't apply payments automatically and that is strange.

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