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AR Collections Automation & Dunning for Business Central — A custom-built Business Central (AL) extension that automates past — 1/1Beispielhafte Vorschau

A custom-built Business Central (AL) extension that automates past-due reminders,

multi-step dunning cadences and click-to-pay follow-ups so your AR team recovers receivables faster — built, installed per-tenant and supported by ECOSIRE.

Was ist AR Collections Automation & Dunning for Business Central?

A custom-built Business Central (AL) extension that automates past-due reminders, multi-step dunning cadences and click-to-pay follow-ups so your AR team recovers receivables faster — built, installed per-tenant and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.

Hauptfunktionen

Configurable multi-step dunning cadences with per-level reminder templates, extending Business Central's native Reminder Terms and reminder levels
Job Queue-driven automation that evaluates overdue Customer Ledger Entries on a schedule and generates the correct reminder level automatically
Automated past-due email and SMS dispatch with a click-to-pay link to your chosen payment gateway/provider
Promise-to-pay tracking: record committed amounts and dates, auto-pause dunning until the promise date, and re-escalate on broken promises
Aging-based escalation rules driven by days-overdue buckets, balance thresholds, customer risk and dimension filters
Collector worklist page (page extension) with prioritized accounts, last-action, next-action and free-text notes per customer
AL event subscribers on payment posting and reminder creation so cadences pause the moment an invoice is settled
Dedicated permission sets for collectors vs. AR managers, respecting Business Central role-based security
BC REST/OData v4 endpoints exposing the worklist and promise-to-pay data for Power BI dashboards or external reporting
Optional Dataverse / Power Platform integration to surface the worklist in a Power App or trigger Power Automate notifications
Multi-currency and dimension-aware reminders that respect your existing posting groups and reporting dimensions
Full audit trail of every reminder, message and status change linked to the originating ledger entry

Auf Bestellung gebaut, komplett für Sie erledigt

Keine Selbsteinrichtung — eine funktionierende App, die von ECOSIRE erstellt, installiert und betreut wird.

  1. 1

    Sie bestellen

    Starten Sie mit einem einmaligen Entwicklungspreis. Den Umfang legen wir beim Kickoff gemeinsam fest.

  2. 2

    Wir bauen & installieren

    ECOSIRE erstellt, konfiguriert und installiert sie auf Ihrem Dynamics 365 Business Central.

  3. 3

    Go-live + Support

    Sie gehen in etwa einer Arbeitswoche live, mit zwei Wochen Go-live-Support. Fehler im von uns gelieferten Code beheben wir kostenlos.

Über dieses Produkt

Your AR team should be working the accounts that need a human, not manually filtering the Customer Ledger Entries page and copy-pasting reminder emails. AR Collections Automation & Dunning for Business Central is a per-tenant AL extension that ECOSIRE builds, installs and supports directly on your Business Central environment to put the entire collections cycle on autopilot.

It builds on Business Central's native Reminder and Finance Charge framework rather than replacing it, then layers automation on top: a Job Queue entry runs your aging-based escalation rules on a schedule, generates the right reminder level per overdue customer, and dispatches branded email/SMS with a click-to-pay link to your chosen payment provider. Table and page extensions add a collector worklist, promise-to-pay records, and per-customer notes so every follow-up is tracked in one place inside the BC client your team already uses.

Under the hood we use AL event subscribers on posting and reminder events, table/page extensions (no schema you don't control), dedicated permission sets, and the BC REST/OData v4 API where you need external dashboards or Power BI. Optional Dataverse/Power Platform integration lets you surface the collector worklist in a Power App or trigger Power Automate flows.

Because this is build-to-order, we scope it to your dunning policy, currencies, dimensions and provider — not a generic one-size template. This is not an instant AppSource download: ECOSIRE develops the extension, deploys it as a per-tenant extension to your sandbox first, validates against your real ledger data, then promotes to production. You get the source-controlled AL app, the deployment, and ongoing support. The price shown is a one-time build fee for the standard scope described below.

Was Sie bekommen

  • A source-controlled AL per-tenant extension (.app) built to your dunning policy, currencies and dimensions
  • Deployment to your Business Central sandbox for validation, then promotion to your production environment
  • Configured Reminder Terms, dunning levels and message templates matching your collections cadence
  • Click-to-pay integration wired to your nominated payment provider/gateway
  • Job Queue entry configured and scheduled for hands-off daily/periodic runs
  • Permission sets for collectors and AR managers, plus a short admin runbook and user walkthrough

Für wen das ist

AR / Collections Manager

Owns the receivables target and is drowning in manual follow-up across hundreds of overdue accounts. Wants consistent cadences, promise-to-pay visibility and a prioritized worklist so the team works the right accounts first.

Finance Controller / CFO

Cares about DSO, cash flow predictability and an audit trail. Wants collections enforced by policy automatically, with reporting via Power BI over the BC API rather than spreadsheets.

Business Central Administrator / IT

Responsible for the tenant. Wants a clean per-tenant extension with proper permission sets, Job Queue scheduling and no unmanaged customizations — installed and supported by a partner who knows AL.

Wie AR Collections Automation & Dunning for Business Central im Vergleich abschneidet

KriteriumECOSIREBenutzerdefinierter BuildKonkurrentDynamics 365 Business Central nativ
Automated dunning cadence on a schedule (Job Queue)Im Lieferumfang enthaltenTeilweise UnterstützungIm Lieferumfang enthaltenTeilweise Unterstützung
Click-to-pay link to your chosen payment providerIm Lieferumfang enthaltenTeilweise UnterstützungTeilweise UnterstützungNicht im Lieferumfang enthalten
Promise-to-pay tracking with auto-pause/re-escalateIm Lieferumfang enthaltenTeilweise UnterstützungTeilweise UnterstützungNicht im Lieferumfang enthalten
Collector worklist with prioritization and notesIm Lieferumfang enthaltenTeilweise UnterstützungTeilweise UnterstützungNicht im Lieferumfang enthalten
Built to your exact policy, currencies and dimensionsIm Lieferumfang enthaltenIm Lieferumfang enthaltenNicht im Lieferumfang enthaltenTeilweise Unterstützung
Installed and supported by an AL partner on your tenantIm Lieferumfang enthaltenTeilweise UnterstützungNicht im Lieferumfang enthaltenNicht im Lieferumfang enthalten
Dedicated permission sets and clean per-tenant extensionIm Lieferumfang enthaltenTeilweise UnterstützungIm Lieferumfang enthaltenTeilweise Unterstützung
BC REST/OData API + Power Platform integrationIm Lieferumfang enthaltenTeilweise UnterstützungTeilweise UnterstützungTeilweise Unterstützung

Häufig gestellte Fragen zu AR Collections Automation & Dunning for Business Central

How long does delivery take, and how is it installed?

Typical delivery for the standard scope is about one working week from confirmed requirements. ECOSIRE builds the AL extension, deploys it as a per-tenant extension to your Business Central sandbox first, validates it against your real ledger data, then promotes it to production with you. There is no AppSource download — we install and configure it directly on your environment.

What ongoing support and updates do I get?

After go-live we provide a support period for bug fixes and configuration adjustments, and we keep the extension compatible with Business Central's regular update cadence (monthly/major releases). Because it's a per-tenant extension we control, version upgrades, new dunning rules or additional providers can be shipped as scoped change requests. Ongoing support/SLA terms are agreed at handover.

Does this replace Business Central's built-in Reminders and Finance Charges?

No — it builds on them. We extend the native Reminder Terms, reminder levels and Finance Charge framework via table/page extensions and event subscribers, so your standard posting, statements and number series stay intact. The automation, click-to-pay, promise-to-pay and worklist are added on top.

Which payment provider does the click-to-pay link use?

Your choice. We integrate the click-to-pay link with the payment gateway/provider you nominate (the one already connected to your business). The provider is part of the build-to-order scope; if you don't have one yet we'll advise on options compatible with Business Central during scoping.

Can the collections data feed Power BI or a Power App?

Yes. The extension exposes the worklist and promise-to-pay data through Business Central's REST/OData v4 API for Power BI dashboards, and optional Dataverse/Power Platform integration lets you surface the worklist in a Power App or trigger Power Automate flows for escalations and notifications.

Angebot anfordern

AR Collections Automation & Dunning for Business Central

A custom-built Business Central (AL) extension that automates past-due reminders, multi-step dunning cadences and click-to-pay follow-ups so your AR team recovers receivables faster — built, installed per-tenant and supported by ECOSIRE.

  • Configurable multi-step dunning cadences with per-level reminder templates, extending Business Central's native Reminder Terms and reminder levels
  • Job Queue-driven automation that evaluates overdue Customer Ledger Entries on a schedule and generates the correct reminder level automatically
  • Automated past-due email and SMS dispatch with a click-to-pay link to your chosen payment gateway/provider
  • Promise-to-pay tracking: record committed amounts and dates, auto-pause dunning until the promise date, and re-escalate on broken promises

Angebot anfordern

Beschreiben Sie Ihre Anforderungen an AR Collections Automation & Dunning for Business Central, und wir senden Ihnen Preise, Lizenzoptionen und ein maßgeschneidertes Angebot – in der Regel innerhalb eines Werktags.

Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.