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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / 3rd party payments on ...
Microsoft Dynamics GP (Archived)

3rd party payments on customer accounts

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Posted on by Community Member

I am looking for a way to easily apply a 3rd party payment to customer accounts in GP on account or at time of invoicing.  When do this I would like to be able to share detail back to the customer the invoice number that the payment was applied to so that they can reconcile their statement back to the 3rd party vendor.

This 3rd party vendor is not a credit card company.  Currently we are just making a ROA on the customer account and letting it auto apply.  I would like to improve this process and I am open to other ideas how to handle this.

Thank you.

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  • Community Member Profile Picture
    Community Member on at

    Hi,

    From your message my initial reaction is that this may be a job for eConnect.

    Some questions:

    How are the invoices entered - Manually? Could they be automated (i.e. do they originate in another system?)

    The Payment - is this entered manually? Could it be automated? If it comes from another system does it contain the invoice number it should be applied to?

    Sending a message back to the customer can be automated. Eithre using triggers or the eConnect outgoing service.

    What is an 'ROA'?

    Best regards,

    Ian.

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