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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Automate Customer coll...
Small and medium business | Business Central, N...
Suggested answer

Automate Customer collections in BC for payments using Payal.

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Posted on by Community member 13

Looking for a way to automate the customer collections in BC that are made using PayPal payment service.

When the customer pays-off invoice via PayPal/credit card, the payments get posted in the PayPal account. However, there is no indication in BC the invoice has been paid-off.

How to get the payment reflected back in BC as a customer collection transaction, when it's posted by the customer via PayPal or any other payment service? Is there any API that can be used to create an integration? or a setup that can help achieve this?

 

 

Categories:
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,595 Super User 2024 Season 2 on at
    Automate Customer collections in BC for payments using Payal.
    Hi, there are actually standard functions to do this, you can refer to the information below.
     
    Thanks
    ZHU
  • Community member Profile Picture
    Community member 13 on at
    Automate Customer collections in BC for payments using Payal.
    Thank you all for your feedback and suggestions. I am however looking for an end point API integration between BC and the payment service. Let me know if any of you have tried to look into it?
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,595 Super User 2024 Season 2 on at
    Automate Customer collections in BC for payments using Payal.
    Hi, in addition to the extensions mentioned by gdrenteria, I think you can also try the following standard feature.
    Set Up Rules for Automatic Application of Payments:
     
     
    Hope this helps.
    Thanks.
    ZHU
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,440 Super User 2024 Season 2 on at
    Automate Customer collections in BC for payments using Payal.
    this is quite simple, all you need  to do is to create a payment method and then fill out the balance account . when a posting is made, the balance account gets posted as well. the invoice will be closed automatically. 
    this works also for credit card payment method.
     
    hope it helps. you could follow me on linkedin for more sharing. 
    Jun Wang 
  • gdrenteria Profile Picture
    gdrenteria 12,920 Most Valuable Professional on at
    Automate Customer collections in BC for payments using Payal.
    Hi
    If the native MS extension does not cover what is required.
    Using the PayPal Payments Standard extension - Business Central | Microsoft Learn
    I advise you to review the applications that the appsource has, I hope some can cover your needs.
    BR
    GR

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