A payment activity can either be entered as an unapplied payment in the customer’s ledger or applied to one or more existing ledger entries. This information is also sent to the connected external payment platform as a payment record, keeping both of your environments in synch.
- Choose the looking glass within Business Central
- Enter Customers and then choose the related link
- Open the customer from whom you want to collect a payment
- From the Actions ribbon choose New CPM Payment
- This payment action is only available if the customer record has been linked to your external payment platform. If this action is not visible to you, please review the instructions on CPM Customer Mapping and confirm that these steps have been performed.
- In the CPM Stripe Payment page, select a value in the Applies to Type field:
- Customer Ledger: you want to enter an unapplied payment in the customer’s ledger. This entry can be manually applied to other ledger entries by a user at a later time.
- Multiple Documents: you want to record a payment for one or more existing ledger entries.
- If you selected the option to apply the payment to multiple documents
- Choose the _ link in the Applies to Document No. field to open a list of the customer’s open documents
- Enter a check mark in the Include field for each document that will be paid or select the Actions ribbon and choose the Include All action if you want to pay all documents. By default, a document’s outstanding balance will be assigned in the Payment Amount field, but you but you can change this to a lesser value if you want to record a partial payment.
- When you are done, choose the OK button.
You do not need to perform this step if you selected the option to capture an unapplied payment in the customer's ledger.
- Continue to enter payment information by filling in the following fields:
- Amount: if you are entering an unapplied payment, enter the amount of the payment you want to capture.
- Currency: this will default to the currency code that has been assigned to the customer. If a currency code has not been assigned to the customer, CPM will assign the default LCY code that you have set up in Business Central.
- Description: enter a description for the payment. You can use this field to reference a customer document number or other relevant information.
- Use Saved Payment Method: select this check box to instruct CPM that the payment should be processed with a payment method that has been saved for the customer in your external payment platform. If you enable this setting, there is no need for you to enter credit card information, and these fields will be replaced with the Selected Payment Method field.
- Selected Payment Method: if the Use Saved Payment Method field has been selected, enter or use the AssistButton to select a payment method that has been saved for the customer in your external payment platform. The list of available payment methods is retrieved directly from your external environment.
- Save New Card: if you are manually entering values in the credit card information fields, you can select this check box if you want to save this payment method for the customer in your external payment platform.
- Credit card information fields: if you do not select the Use Saved Payment Method check box, you must enter the number, expiry date, and CVC number for the credit card that will be used to process the payment.
- Choose the Submit button.
If the payment collection process was successful, a new payment entry for the specified amount will be created in the customer’s ledger. Depending on the selected application type, this payment entry will either be unapplied or applied to one or more selected documents.
Next: CPM Document Level Payments or CPM Payment Requests
Additional Resources:
CPM Authorization/Reauthorization