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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Accounts Receivable Au...
Small and medium business | Business Central, N...
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Accounts Receivable Automation

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Posted on by swenger 152

Hi,

We are in the midst of transitioning from NAV 2017 to Business Central. We are at the same time looking for a 3rd party app or integration that can help with Accounts Receivable collections through automation like automatically sending reminders and copies of outstanding invoices, etc...

I have started to do some searches and found a few that look interesting, but before i did any in depth research or demos i was wondering if anyone already has been using something and can suggest one that they are happy with.

Thanks
Sam

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • AM-15012232-0 Profile Picture
    AM-15012232-0 3 on at
    Accounts Receivable Automation

    EBizCharge. The payment solution is fully integrated with Dynamics BC and can handle things like auto-sending payment reminders, invoice links, recurring billing, and offering a customer payment portal for customers to access invoices and such. Everything syncs back into BC too, which helps cut down on manual entry.

    ebizcharge.com/integrations/erp/microsoft-dynamics-365-business-central

  • swenger Profile Picture
    swenger 152 on at
    RE: Accounts Receivable Automation

    i will look into these. Thanks

  • swenger Profile Picture
    swenger 152 on at
    RE: Accounts Receivable Automation

    Thanks. I did find a few in appsource which i will look into. i was asking if there were any particular ones that someone is actually using that they can refer.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 90,877 Super User 2025 Season 2 on at
    RE: Accounts Receivable Automation

    Hi, you can search for the solution you need in AppSource, which is very convenient.

    https://appsource.microsoft.com/en-us/marketplace/apps?product=dynamics-365-business-central

    If you are ready to customize, you can create a Codeunit for sending emails like the previous NAV, and then run it during a certain action, or set it in the Job Queue to run regularly.

    And the solution of using Power Automate is also recommended in BC, the following is a simple example

    https://yzhums.com/19698/

    Josh is an expert on this, and you can also look for solutions on his blog.

    https://joshanglesea.wordpress.com/

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    JAngle Profile Picture
    JAngle 115 on at
    RE: Accounts Receivable Automation

    Not necessarily used for AR automation but clients using Continia Document Output use it for your mentioned scenarios, and more.

    Credit control type apps are probably worth a look too. AR automation has a different spin if you check out apps like versapay

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