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apps/d365bc-click-to-pay-portalउदाहरणात्मक पूर्वावलोकन
Click-to-Pay Links & Customer Payment Portal for Business Central
- platform
- Dynamics 365 Business Central
- version
- —
- category
- SaaS Tools
- license
- ऑर्डर पर निर्मित
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A custom-built Business Central per-tenant extension that puts a secure pay-link on every posted invoice and gives your customers a branded self-service portal to view and settle open invoices by card, ACH, or wallet. Built, installed, and supported by ECOSIRE.
प्रमुख सुविधाएँ
Per-invoice secure pay-by-link generated automatically on invoice posting via an AL event subscriber, with a tokenized one-time URL that never exposes BC credentials
Branded self-service customer payment portal (your logo, colors, domain) reading open documents through the Business Central REST/OData v4 API
Pay one invoice or select multiple open invoices and settle them in a single transaction
Card, ACH/bank-debit, and digital wallet (Apple Pay / Google Pay) acceptance through your chosen gateway (Stripe, Adyen, or Authorize.Net)
Automatic payment application: a Job Queue posts Cash Receipt Journal lines and closes the matched Cust. Ledger Entries the moment a payment clears
Live payment-status FactBox and 'Send Pay Link' action added to the Posted Sales Invoice page via page extensions
Table extension on Sales Invoice Header / Cust. Ledger Entry storing link state, gateway reference, and paid-on timestamp for full audit trail
Dedicated OAuth (Microsoft Entra ID) service connection plus a scoped permission set so the portal reads only what it needs
Partial-payment and over-payment handling with correct remaining-amount tracking on the customer ledger
Configurable reminder emails that re-send the pay-link for overdue open invoices
Multi-currency and multi-company support honoring your BC currency and posting setup
Webhook reconciliation with idempotency so a duplicated gateway callback never double-applies a payment
Optional Power Platform / Dataverse surfacing of payment events for Power BI DSO dashboards or Power Automate alerts
Telemetry to Application Insights for link opens, payment success/failure, and Job Queue health
ऑर्डर पर निर्मित, पूरी तरह आपके लिए तैयार
स्वयं सेटअप की ज़रूरत नहीं — ECOSIRE द्वारा निर्मित, इंस्टॉल और समर्थित एक कार्यशील ऐप।
- 1
आप ऑर्डर करते हैं
एक बार के निर्माण मूल्य से शुरू करें। किकऑफ़ पर हम आपके साथ मिलकर दायरा तय करते हैं।
- 2
हम बनाते और इंस्टॉल करते हैं
ECOSIRE इसे आपके Dynamics 365 Business Central पर बनाता, कॉन्फ़िगर और इंस्टॉल करता है।
- 3
लाइव + समर्थन
आप लगभग 2–4 सप्ताह में लाइव हो जाते हैं, लॉन्च के बाद समर्थन अवधि के साथ।
इस उत्पाद के बारे में
Cut DSO by letting customers pay the moment they read the invoice
Most Business Central AR teams email a PDF invoice and then wait. There is no payment link, no portal, and no way for the customer to settle a balance without phoning in card details or mailing a check. This extension closes that gap.
We build a per-tenant AL extension installed directly on your Business Central environment (cloud SaaS or on-prem). It adds a secure, tokenized pay-by-link to every posted sales invoice and surfaces a branded self-service customer payment portal where a customer can see all their open documents and pay one or many at once.
How it is built
- A table extension on Sales Invoice Header / Cust. Ledger Entry stores the payment token, link status, and gateway transaction reference.
- Page extensions add a "Send Pay Link" action and a live payment-status FactBox to the Posted Sales Invoice page.
- An event subscriber on invoice posting (and on the email/document send codeunit) generates and embeds the link automatically.
- The portal is a lightweight web app that reads open entries through the Business Central REST/OData v4 API using a dedicated OAuth (Entra ID) service-to-service connection and a scoped permission set.
- A Job Queue entry polls the gateway and runs auto-apply, posting Cash Receipt Journal lines and closing the matched customer ledger entries.
Honest delivery
This is not an instant AppSource download. ECOSIRE designs, builds, installs, and supports the extension on your tenant, configured to your gateway, branding, currencies, and AR workflow. Typical delivery is days, not minutes, and we hand over source plus documentation.
What you get
- A per-tenant Business Central AL extension (.app) built, deployed, and verified on your sandbox then production environment
- Full AL source code (table/page extensions, codeunits, event subscribers, Job Queue setup) handed over to you
- The branded customer payment portal web app, deployed and connected to your BC tenant via OAuth
- Gateway integration configured for your chosen provider (Stripe, Adyen, or Authorize.Net) including webhook reconciliation
- A scoped permission set and Entra ID app registration guidance for least-privilege portal access
- Configuration workbook documenting setup pages, Job Queue cadence, and auto-apply posting rules
- Admin + AR-user documentation plus a recorded handover walkthrough
- A post-go-live support and warranty window with agreed response times
Who this is for
AR / Collections Manager
Owns DSO and aging. Wants customers to self-serve payment instead of chasing them by phone, and wants cleared payments applied to ledger entries automatically without manual journal entry.
Business Central / ERP Administrator
Responsible for the tenant. Needs a clean per-tenant extension installed without breaking upgrades, with a scoped permission set, OAuth service connection, and Job Queue they can monitor.
Finance Director / Controller
Cares about cash flow, audit trail, and reconciliation accuracy. Wants a defensible record linking each gateway transaction to the closed customer ledger entry, with reporting they can pull into Power BI.
How Click-to-Pay Links & Customer Payment Portal for Business Central Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Pay-by-link on every posted invoice | Included | Partial support | Partial support | |
| Branded self-service customer payment portal | Included | Partial support | Partial support | |
| Pay multiple open invoices in one transaction | Included | Partial support | Not included | |
| Auto-apply cleared payments to Cust. Ledger Entries via Job Queue | Included | Partial support | Partial support | |
| Tailored to your gateway, branding, currencies, and AR workflow | Included | Included | Not included | |
| Full AL source code handed over (no lock-in) | Included | Included | Not included | |
| Installed and supported on your tenant by the builder | Included | Partial support | Partial support | |
| Idempotent webhook reconciliation against double-applied payments | Included | Partial support | Partial support |
Frequently Asked Questions about Click-to-Pay Links & Customer Payment Portal for Business Central
Is this a Microsoft AppSource app I can install instantly?
No. This is a build-to-order per-tenant extension. ECOSIRE designs, builds, installs, and configures it on your specific Business Central environment, wired to your gateway, branding, currencies, and AR workflow. It is not a one-click AppSource download, and we do not claim instant self-install.
How long does delivery take?
Typical delivery is a small number of business days, not minutes. After a short scoping call we build the extension and portal, deploy to your sandbox for review, then promote to production once you sign off. Lead time depends on your chosen gateway, branding assets, and any multi-company or multi-currency requirements, which we confirm in writing before we start.
Do you provide ongoing support and updates?
Yes. Every build includes a post-go-live support and warranty window with agreed response times. Because Business Central ships major updates twice a year, we offer ongoing maintenance to keep the extension compatible with new BC versions and to handle gateway API changes. You also receive the full AL source code, so you are never locked in.
Which payment gateways and methods are supported?
We integrate your chosen gateway (commonly Stripe, Adyen, or Authorize.Net) and enable card, ACH / bank-debit, and digital wallets such as Apple Pay and Google Pay depending on what your gateway and region support. The merchant account and gateway fees are yours; we build the secure connection, webhook reconciliation, and auto-apply logic around it.
How does a payment get applied back to the invoice in Business Central?
When a payment clears, the gateway webhook fires and a Business Central Job Queue entry posts a Cash Receipt Journal line and closes the matching Cust. Ledger Entry, recording the gateway transaction reference and paid-on timestamp. Reconciliation is idempotent, so a duplicated webhook callback can never double-apply a payment. Partial and over-payments are tracked correctly on the customer ledger.
Is it secure, and does it expose our Business Central data?
Pay-links are tokenized one-time URLs that never expose BC credentials or the full ledger. The portal authenticates to BC through a dedicated Microsoft Entra ID OAuth service connection restricted by a scoped permission set, so it can read only the open documents a customer is allowed to see. Card data is handled by your PCI-compliant gateway, never stored in Business Central.
Related Modules
कोटेशन का अनुरोध करें
Click-to-Pay Links & Customer Payment Portal for Business Central
A custom-built Business Central per-tenant extension that puts a secure pay-link on every posted invoice and gives your customers a branded self-service portal to view and settle open invoices by card, ACH, or wallet. Built, installed, and supported by ECOSIRE.
- Per-invoice secure pay-by-link generated automatically on invoice posting via an AL event subscriber, with a tokenized one-time URL that never exposes BC credentials
- Branded self-service customer payment portal (your logo, colors, domain) reading open documents through the Business Central REST/OData v4 API
- Pay one invoice or select multiple open invoices and settle them in a single transaction
- Card, ACH/bank-debit, and digital wallet (Apple Pay / Google Pay) acceptance through your chosen gateway (Stripe, Adyen, or Authorize.Net)