A Payment Method in Dynamics 365 Business Central is used to indicate to the system when Pay-It should be used to process a document or transaction.
How do I create a Payment Method using one of Pay-It’s providers?
To create a Pay-It Payment Method:
- Locate and open Payment Methods.
- Specify a Code and a Description.
- Select a Pay-It Account for your new payment method. The account must contain have a setup status of Completed.
- Select the Method Type you’re expecting to collect payments with.
| Provider | Method |
|---|---|
| Pay-It with Stripe | In-person payment via Reader |
| Online Payment using Saved Cards |
You are now ready to start accepting payments with your newly created payment method.
