Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Suggested answer

Payment Application Automation

Posted on by 5

Hi,

I was looking to see if there was a way to automate the process of applying payments to invoices through , whether through a third party automation software or something within GP.

Essentially, we are having to go in and individually look up and select invoices, and apply them to a bulk payment made to a credit card company. Is there anyway to automate this process ?

  • mm123 Profile Picture
    mm123 2,535 on at
    RE: Payment Application Automation

    We have received a similar request from our customer, we checked the existing GP2016 payment type- is just an additional information for the payment , it wont be an automated solution . We are  planning to go with the custom solution to address this. If you interested, please drop an email to learn. 

    samr(at)expsoltech(dot)com

  • Suggested answer
    Josh Page Profile Picture
    Josh Page on at
    RE: Payment Application Automation

    GP 2016 added the option of using a credit card as the payment type for select check batches so you can get around needing to use manual payments\ payment on the fly when using credit card as the payment type.

    docs.microsoft.com/.../version-2016

    Thanks!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,302 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans