Business Central Customer Payment Portal
Business Central Customer Payment Portal helps businesses evaluate how customer invoice payment, customer account payment, card-on-file, ACH, receipt, email, automatic payment, and reconciliation workflows can stay connected to Microsoft Dynamics 365 Business Central records.
On this page is mention of two System Solutions LLC payment offerings: internal Business Central payment-processing workflows and the dedicated Customer Payment Portal for D365 Business Central extension, which synchronizes Business Central invoices to Invoice Ninja for an online customer payment experience.
Solution Overview
A customer payment portal search usually means the business wants customers, AR staff, or counter users to complete payments without disconnecting payment activity from invoices, customer balances, receipts, and reconciliation records. In the documented Business Central payment-processing workflow, payments can be made from customer records, posted sales invoices, posted sales credit memos, payment methods, LS Express workflows, and automatic payment schedules.
System Solutions LLC also offers a dedicated Customer Payment Portal for D365 Business Central User Guide that documents a true customer-facing portal workflow using Invoice Ninja. That extension synchronizes customer invoices from Business Central to Invoice Ninja and supports customer self-payment, payment links, recurring invoice workflows, payment synchronization back to Business Central, and document sharing.
Typical users include accounts receivable staff, finance managers, customer service users, store counter users, Business Central administrators, and implementation teams that want customer payment activity connected to Business Central rather than handled as disconnected processor activity.
Customer Payment Portal Extension for Business Central
Many organizations searching for a Business Central Customer Payment Portal want a customer-facing experience where clients can view invoices online, make self-service payments, access invoice and payment information, receive invoice and reminder communications, participate in recurring billing workflows, and access customer-specific documents.
The Customer Payment Portal for D365 Business Central extension synchronizes customer invoices in Microsoft Dynamics 365 Business Central to an online payment portal called Invoice Ninja. Business Central remains the financial system of record while Invoice Ninja provides the customer-facing invoice and payment experience.
Documented capabilities from the Customer Payment Portal user guide include customer invoice synchronization, customer self-payment, customer payment portal login, online payment links, recurring invoice billing support, customer payment synchronization back to Business Central, client document sharing, and customer contact management.
For implementation details, setup requirements, and usage workflows, visit the Customer Payment Portal for D365 Business Central User Guide.
Business Central Customer Payment Portal Overview
The payment-processing functionality documented on this page supports invoice payment, customer account payment, ACH, card-on-file, automatic payment, receipt, email, and reconciliation workflows inside Microsoft Dynamics 365 Business Central.
Organizations looking for a true self-service customer payment portal should also review the System Solutions LLC Customer Payment Portal for D365 Business Central extension. This extension synchronizes customer invoices from Business Central to Invoice Ninja, allowing customers to view invoices online, make payments, access documents, and participate in recurring billing workflows while Business Central remains the financial system of record.
With the Customer Payment Portal extension, customers can view invoices online, make self-service payments, access payment links, view account documents, use recurring invoice billing workflows, and receive portal-based invoice and reminder communications.
Business Central Customer Payment Portal Features
- Customer Payment page for paying any customer or invoice.
- Customer Card payment action for direct customer payments and invoice selection when needed.
- Posted Sales Invoice and Posted Sales Credit Memo payment actions.
- Credit card and debit card payments through configured payment processing platforms.
- ACH payments through Datacap Pay API when ACH is configured for the merchant.
- Card-on-file and account-on-file workflows for repeat customer payments.
- Automatic payment schedules for monthly, weekly, or daily customer balance payments.
- Customer-facing Invoice Ninja portal workflows through the separate Customer Payment Portal extension.
- Business Central invoice synchronization, customer self-payment, payment links, recurring invoice workflows, and document sharing through the portal extension.
- Authorized transaction review, receipt review, signature review, email review, document assignment, and reconciliation analysis.
Portal-Style Payment Requirements
A customer payment portal typically needs to support invoice payment, payment authorization, saved payment methods, customer account payment visibility, receipt access, and reconciliation. The documented payment-processing workflow supports these requirements from the Business Central side by connecting payments to customers, invoices, credit memos, payment methods, receipts, and authorized transaction records.
For organizations comparing an online invoice payment portal or ERP customer payment portal, the key operational question is how payment activity is recorded, reviewed, and reconciled after the transaction is authorized. The Customer Payment Portal extension adds the external Invoice Ninja portal experience for customers, while Business Central payment-processing workflows support internal payment entry, authorization review, and reconciliation.
Customer Payment Entry Points
The source guide documents multiple starting points for credit card payment activity in Business Central. These entry points help map customer payment portal intent to actual Business Central payment workflows.
- Customer Payment page: Opened from Payment Processing Setup > Related > Pay to Customer Account and used to freely pay any customer or invoice.
- Customer Card: Actions > Payment Processing > Pay makes a payment directly to the customer. The invoice it applies to may also be selected if needed.
- Posted Sales Invoice or Posted Sales Credit Memo: Actions > Payment Processing > Pay makes a payment directly to a customer's posted sales invoice or sales credit memo.
- Posting a sale: When a payment method configured in Payment Processing Terminals is used during posting, the payment page can open automatically.
- Automatic payments: Pay API supports customer balance payment on monthly, weekly, or daily schedules when the customer has a saved card or ACH method enabled for automatic payments.
- LS Express Pay to Customer Account: Pay to Customer Account in LS Express using the configured payment method prompts the credit card page.
- Customer Payment Portal extension: Customers can be synced to Invoice Ninja after Allow Online Customer Payment Portal is enabled on the customer card, creating a customer-facing portal path for invoice payment.
Invoice and Customer Account Payments
Payment workflows can be tied to posted sales invoices, posted sales credit memos, customer account payments, and payment methods. The Customer Payment Journal Batch and Customer Payment No. Series settings support payments made through the Customer Payment page or preauthorizations.
When a payment begins, the Credit Card Payment page opens. The source guide documents that the Amount field shows the amount to be charged, Pay proceeds with the payment, Status shows the outcome, Approved shows the approved amount, Cancel stops the current transaction, Print Receipt can generate a receipt, and Close continues the transaction after approval.
Online Invoice Payment Portal Evaluation
Buyers searching for an online invoice payment portal often want customers and internal finance users to connect invoice payment activity to the accounting system. Business Central payment-processing workflows support payment activity against posted invoices and customer balances, while the Customer Payment Portal extension supports customer-facing invoice synchronization and payment activity through Invoice Ninja.
Cards on File, ACH, and Account-on-File Payments
Card-on-file tokenization allows a user to select a customer's saved card instead of entering new payment information. The Payment Processing Setup field Save Cards on File controls whether saved cards are disabled, optional during payment, or automatically saved for all approved cards.
Saved cards can be managed from the Customer Card through Actions > Payment Processing > Cards on File. The Default option specifies that the card should be selected automatically after Card on File is selected on the payment page. If automatic payments are enabled, the Auto Payments option specifies which card is used by the automatic payment.
ACH and Account-on-File Workflows
ACH payments can be made using the Datacap Pay API platform. The documented workflow requires authorization method, routing number, account number, and other account details. The authorization acknowledgment must be checked before proceeding, and ACH payments must be properly authorized.
The source guide documents recurring ACH payments performed automatically or by using the account-on-file option on the payment page. Recurring ACH payments must be explicitly authorized by form or recorded phone call, and customer card fields are used to validate authorization limitations before payment continues.
Automatic Customer Payments
Automatic payments are available for the Pay API platform. When Process Automatic Payments is enabled, customers can be automatically charged their balance on a monthly, weekly, or daily basis. A saved card or ACH method must be enabled for automatic payments.
The Customer Card Payment Processing Fast Tab includes fields such as Automatic Payment Schedule, Last Automatic Payment, and Automatic Payment Card or Automatic Payment Account. Automatic payments use Business Central Job Queue entries with parameter strings for monthly, weekly, or daily payment processing.
The Customer Payment Portal extension also documents recurring invoice workflows. Invoices created automatically by recurring sales in Business Central can optionally be set to bill the customer automatically when Auto Bill Recurring Invoices is enabled on the customer card and a payment method is on file.
Receipts, Emails, and Customer Communication
The source guide documents several ways to support customer-facing payment communication around payment activity. Pay API emailing can send email after a manual credit card payment, automatic credit card payment, manual ACH payment, and automatic ACH payment. Emailing after ACH payments is documented as a NACHA requirement.
The Customer Payment Portal extension also supports an Invoice Ninja customer communication path. Business Central invoices can synchronize to Invoice Ninja, and Invoice Ninja can send customers invoice emails, View Invoice buttons, payment links, statements, and reminders depending on Invoice Ninja configuration.
Receipt, Signature, and Document Review
Receipt options include printing the credit card receipt as-is, attaching receipt lines to full-page sales invoice and credit memo receipts, attaching receipt data to LS Express POS receipt slips through an extended report, and copying receipt data to LS Express EFT receipt text when that option is enabled.
The Customer Payment Portal extension additionally documents customer document sharing. Documents attached to the customer in Business Central can be synced so they can be downloaded from the client portal.
Self-Service Customer Payment Portal Option
For organizations evaluating an online invoice payment portal or ERP customer payment portal, the Customer Payment Portal for D365 Business Central extension provides a true customer-facing portal experience through Invoice Ninja.
Documented capabilities include customer login access, online invoice viewing, customer self-pay, recurring invoice billing, payment links, customer document access, customer payment synchronization, and automatic payment import into Business Central.
Review setup details and workflow examples in the Customer Payment Portal for D365 Business Central User Guide.
Payment Review and Reconciliation
Approved payments can be reviewed by searching Authorized Credit Card Transactions in Business Central or through the Related action in the setup page. The source guide documents that the list can be searched, sorted, or exported to Excel.
- View Receipt: View and print the payment receipt.
- View Signature: View the selected payment's captured signature for TranCloud or DC Direct platforms when signatures are enabled.
- View Email: View the email sent to the customer after payment when Pay API emailing is enabled.
- Filter Records Without Document No.: Filter authorized payments that were not updated with a posted document.
- Assign Document No.: Manually assign a document number to the selected payment.
The Customer Payment Portal extension adds a Customer Payment Portal Payment Staging page where payments made through Invoice Ninja can be synced and created in Business Central. The guide documents that this can be done manually or automatically through Business Central Job Queue entries.
ERP Customer Payment Portal Reconciliation
For reconciliation, the payment-processing source guide documents Authorized Credit Card Transactions Analysis Mode. A user can create a new analysis, filter by payment date, save the view, and add Card Type as a column and row group to subtotal by type such as Visa, AMEX, or Mastercard.
Example Business Workflows
Workflow 1: Pay a Customer Balance from Business Central
A user opens the Customer Card, chooses Actions > Payment Processing > Pay, selects an invoice when needed, and captures the customer's credit card or ACH payment through the configured payment platform.
Workflow 2: Pay a Posted Invoice
An accounts receivable user opens a Posted Sales Invoice, chooses Actions > Payment Processing > Pay, processes the customer payment, and keeps the payment authorization and receipt available from the related Business Central payment records.
Workflow 3: Use a Saved Payment Method
A customer has a previously approved card saved on file. A user selects Card on File on the payment page and uses the saved customer-specific tokenized payment method for a future payment.
Workflow 4: Automate a Customer Balance Payment
A merchant using Pay API enables automatic payments, selects the automatic payment card or account, sets the customer payment schedule, and uses the Business Central Job Queue to process eligible balances.
Workflow 5: Review Customer Payment Activity
A finance user opens Authorized Credit Card Transactions to review receipts, signatures, emails, missing document numbers, manually assigned document numbers, and reconciliation views by payment date or card type.
Workflow 6: Customer Self-Service Portal Payment
A Business Central user enables Allow Online Customer Payment Portal on the customer card and synchronizes the customer to Invoice Ninja. The customer logs in to the payment portal, views open invoices, makes a payment, and the payment is synchronized back into Business Central through the Customer Payment Portal payment synchronization process.
Conclusion
Business Central Customer Payment Portal is a useful search concept for businesses looking for customer-facing payment convenience and internal finance control. The documented System Solutions LLC workflows support the Business Central side of that need by connecting invoice payments, customer account payments, ACH, card-on-file, automatic payments, receipts, emails, authorized transaction review, and reconciliation to Business Central records.
For a true self-service customer payment portal, the related Customer Payment Portal for D365 Business Central extension synchronizes Business Central invoices to Invoice Ninja so customers can view invoices online, make payments, use payment links, access documents, and participate in recurring invoice workflows while Business Central remains the financial system of record.
Looking for a true self-service customer payment portal?
Visit our Customer Payment Portal for D365 Business Central User Guide.
Looking for additional Business Central Payment Processing information?
Visit our Business Central Payment Processing Page.
Looking for the Business Central Payment Processing User Guide?
Visit our Credit Card and ACH Processing for D365 Business Central User Guide.
View the Microsoft AppSource page for Business Central Payment Processing on Microsoft AppSource.
View the Microsoft AppSource page for Customer Payment Portal for D365 Business Central on Microsoft AppSource.