Integrated Customer Payment Portal

Through the integration of 3rd party apps, one can automatically display invoices from Microsoft Dynamics 365 Business Central and emails the customer, notifying them of their new invoice. Customers can log in to the ready made white-labelled portal to view their invoices and make payments via credit card or ACH/eCheck. Approved payments are sent back to Microsoft Dynamics 365 Business Central and applied to the corresponding invoices.

Such an integration automates many of the manual labor processes associated with payment collection, including…

  • Invoice delivery and presentment
  • Payment reminders and past-due notifications
  • Application of payments to corresponding invoices in Microsoft Dynamics 365
  • Confirmation receipt delivery

Provide Convenience to Your Customers

Merchants can increase customer satisfaction by offering a payment portal where customers can benefit from… 

  • 24/7 access to their account
  • Payment reminders and same-day processing to reduce late fees
  • Automated invoice notifications and confirmation receipts 

Secure Sensitive Payment Information

Through the 3rd party apps, PCI compliance is simplified, risks reduced, and liability in the event of a data breach is minimized by removing sensitive data from the merchant’s environment. Such apps allows merchants to…

  • Collect payments and share data across platforms
  • Choose between a variety of gateways and processors
  • Process level 2 & 3 transaction data

Get in touch today to explore the benefits to your organisation!