Pay-It enables you to start receiving payments quickly and securely in Dynamics 365 Business Central through over 100 global payment methods.

Before you begin accepting payments, ensure that you set up the payment methods your business accepts on the Payment Methods page.

Where in Business Central can you accept payments?

The following documents and journals can be used to accept payments via Pay-It:

  • Sales Order
  • Cash Receipt Journal
  • Payment Registration
  • Sales Prepayment Invoice
  • Sales Invoice

How to accept a payment

To accept a payment, Pay-It uses both the Payment Method and the Pay-It Method set in your document (i.e., Sales Order).

A customers default Payment Method can be set on the Customer Card. If a customer has a preferred card, it can also be set as the default method. This means that when you’re ready to accept payments, Business Central will automatically populate these fields on the document card, streamlining the process.

The steps to accept the payment will change depending on which payment method you’re using.

Customer is paying via a credit card

To accept a payment from credit cards cards, follow these steps:

  1. Open the unposted document (i.e., Sales Order).
  2. Select the Payment Method with card payments.
  3. Choose the Pay-It Method.
  4. Post the document.

The Online payments using Cards page covers more advanced card-based payment scenarios, such as single-use card payments per document.

Customer is paying in-person (i.e. tap and pay)

You must have an In-person payment via a reader set up before you can process in-person transactions:

  1. Open the unposted document (i.e., Sales Order).
  2. Select an In-Person Payment Method using a card reader or terminal.
  3. Choose a reader.
  4. Post the document.
  5. Customer presents the card to the reader.
  6. Payment is approved and finishes posting.

During checkout, the screens will reflect what the customer will see on the reader. After the customer presents their card, the payment is approved, and the process completes.

You must have completed the setup in the Setting up and using Payment Links page. To accept a payment using a payment link:

  1. Open the unposted document (i.e., Sales Order).
  2. Select the Payment Link as the Payment Method.
  3. Post the document.
  4. Wait for customer payment
  5. Run the Deferred Pay-It Payment job or manually use the Post Deferred Pay-It Payments from the Sales Invoice.

A payment link will automatically generate after posting, which customers can access from the Sales Invoice report, an email, or directly within Business Central via the Pay-It Payment Link field on the Sales Invoice. When clicked, customers will be redirected to a secure payment page.

Unlike other Pay-It Method Types, the processing of this payment is completed by the customer at anytime. We refer to this as a Deferred Pay-It Payment. The Post Deferred Pay-It Payment Job Queue Entry will check for any completed payments and post the balancing entry. Alternatively, to update the Posted Sales Invoice immediately, use the Post Deferred Pay-It Payments action found in the ribbon.