A Payment Method in Dynamics 365 Business Central is used to indicate to the system when Pay-It should be used to process a transaction.
Deciding how your customers can pay
Pay-It is designed to work with multiple providers to give you access to the payment methods they support. You can choose to use different methods depending on what types of payments you’d like to accept.
These are the following methods that are available for a given provider:
| Provider | Pay-It Method Type |
|---|---|
| Pay-It with Stripe | In-person payment via Reader |
| Online Payment using Saved Cards | |
| Payment Link |
How do I create a Payment Method?
To create a Pay-It Payment Method:
- Make sure you have a Pay-It Account for your provider set up.
- Locate and open Payment Methods.
- Specify a Code and a Description.
- Select a Pay-It Account for your new payment method.
- Select the Pay-It Method Type you’re planning to collect payments with. We’ve summarised these below.
