Pay-It for Business Central covers most payment options to process payments for major brands such as Visa, Mastercard, American Express, Discover, JCB, UnionPay, Diners Club.

You can offer customers the option to securely store their payment information for future purchases.

All card-based payments are considered “online payments” as they’re processed online via the gateway and not physically in-person via a reader.

Using a card

You can enter card details and process a transaction. This allows you to accept payments over the phone (also known as MOTO) or via pre-saved cards.

Saving the card is secure, but optional as a customer must consent to you using the card in the future.

Saving a card for a customer

To save a card for a customer:

  1. Open the Customer List page.
  2. Open the Customer Card for the customer and open the Saved Pay-It Method page under the Navigate .
    • The Saved Pay-It Method can also be accessed directly from the Customer List page under the Navigate action group.
  3. Under the New group action and select Add Pay-It Method.
  4. In the new window, select the Payment Method you wish to use. Click Next.
  5. Enter the card details to be saved. This includes the card number, card expiry date, CVC, and postcode. Click Next.
  6. The card has been successfully saved for the customer. You can then give this particular method a descriptive Name.
    • Do not store any card details in this field.
  7. Select Finish to complete the wizard.

The saved card will now be displayed in the list of Pay-It Methods for this customer.

Saving a card for a single document

You can save payment information directly on to a Sales Order using a Single-use Pay-It Method. The payment information will be deleted once the Sales Order is successfully posted.

To save a card for a single document:

  1. Locate the unposted document (i.e., Sales Order).
  2. Click the Add a single-use Pay-It Method action in the ribbon.
  3. Enter the card details and select Next.
  4. Name the method. The description will indicate it is only for Single-Use.
    • Do not store any card details in the field.

You’re now ready to post the document and payment.

You can view all single-use methods in the lookup column when opening the Pay-It Method on the document.