A payment request creates a unique URL that links to a Stripe payment portal through which the customer can submit payments.
While payment requests can be created manually from posted invoice in Business Central, it is also possible to instruct CPM to automatically create a payment request when the invoice is posted from a sales or service order. This feature is enabled on a customer-by-customer basis.
To enable automatic payment requests for a customer:
- Choose the looking glass within Business Central
- Enter Customers and then choose the related link
- Open the customer for which you want to enable automatic payment requests
- On the Channel Payment Manager Options FastTab, select the CPM Auto Request Payment check box to enable automatic payment requests for the customer
- In the Auto Request Pmt Platform Code field, use the AssistButton to assign the payment platform for which the customer’s automatically-generated payment requests should be generated.
- If the customer is linked to a single payment platform, CPM will automatically assign the payment platform’s code in this field. If multiple payment platform links exist for the customer, a list of them will be presented to you. You can choose the desired payment platform from this list.
CPM will automatically assign the customer’s ID for the selected payment platform in the Auto Request Pmt Platform Customer field.