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簡単な事実
- 価格
- $599.00 USD
- dynamics_365_business_central のバージョン
- —
- セットアップ時間
- 30分
- ライセンス
- ワンタイム永続
- 言語
- 11 言語
一回購入
AR Automation & Customer Payment Portal for Business Central
Automated collections, a customer self-service payment portal, online card and ACH payment, and AI-assisted cash application — built as a per-tenant AL extension on your Business Central environment by ECOSIRE.
$599.00USD
今すぐのお支払いはありません。これはチームへの見積もり依頼を送信します。価格と次のステップをメールでご案内します。
主な機能
Customer self-service payment portal authenticated against Business Central, reading live open invoices and statements over the OData v4 / REST API
Configurable automated dunning engine on the BC Job Queue that walks aging buckets and dispatches tiered reminder emails via your existing Email/SMTP setup
Online card and ACH payment through your chosen gateway (Stripe default; Adyen, Authorize.Net, or your acquirer supported), with settlements posting as Cash Receipt Journal lines
AI-assisted cash application that matches incoming receipts/remittance to open Cust. Ledger Entries by amount, reference, and customer heuristics for one-click approval
Promise-to-pay tracking with dunning-hold logic so promised invoices are skipped until the promise date lapses
Dispute capture from the portal that flags affected ledger entries and pauses reminders until resolved
Table and page extensions on Customer and Cust. Ledger Entry storing dunning stage, promise, and dispute state natively in BC
Event subscribers that post portal payments and approved applications back into BC with full audit trail
Optional Dataverse / Power Platform integration for Power BI collections dashboards and Power Automate escalation flows
Dedicated AL permission sets for collectors, portal users, and admins enforcing least-privilege access
Branded, themable portal hosted by ECOSIRE or embedded into your own website
Delivered as a per-tenant extension — installable on BC SaaS or on-prem without disrupting your base app or upgrade path
この製品について
This is a build-to-order Microsoft Dynamics 365 Business Central extension — not an instant AppSource download. ECOSIRE designs, builds in AL, deploys as a per-tenant extension, and supports the app directly on your Business Central environment (cloud/SaaS or on-prem).
AR Automation & Customer Payment Portal for Business Centralを選ぶ理由
Customer self-service payment portal authenticated against Business Central, reading live open invoices and statements over the OData v4 / REST API
Configurable automated dunning engine on the BC Job Queue that walks aging buckets and dispatches tiered reminder emails via your existing Email/SMTP setup
Online card and ACH payment through your chosen gateway (Stripe default; Adyen, Authorize.Net, or your acquirer supported), with settlements posting as Cash Receipt Journal lines
AI-assisted cash application that matches incoming receipts/remittance to open Cust. Ledger Entries by amount, reference, and customer heuristics for one-click approval
Promise-to-pay tracking with dunning-hold logic so promised invoices are skipped until the promise date lapses
Dispute capture from the portal that flags affected ledger entries and pauses reminders until resolved
The app closes the gap between BC's native receivables and a modern AR operation. On the back end, table and page extensions hang promise-to-pay, dispute, and dunning-stage fields off Customer and Cust. Ledger Entry. A configurable dunning engine runs on the BC Job Queue, walking aging buckets and dispatching tiered reminder emails through your existing SMTP/Email setup — with hold logic so disputed or promised invoices are skipped automatically.
Customers get a branded self-service portal (hosted by ECOSIRE or embedded in your site) that authenticates against BC and reads live open invoices over the OData v4 / REST API. They view statements, raise a dispute, log a promise-to-pay, and pay online by card or ACH through the gateway you choose (Stripe is the default; Adyen, Authorize.Net, or your acquirer are supported). Settlements post back as Cash Receipt Journal lines via event subscribers.
AI-assisted cash application reads incoming bank and remittance data, matches receipts to open entries by amount, reference, and customer heuristics, and proposes applications for one-click approval — turning the messy part of cash app into review, not data entry. Power Platform / Dataverse integration is optional for Power BI collections dashboards and Power Automate escalations. Dedicated permission sets keep portal and automation access least-privilege.
You own the source. ECOSIRE delivers it to your tenant, documents it, and supports it.
得られるもの
- Signed AL per-tenant extension (.app) built for your Business Central version, deployed to sandbox then production
- Full AL source code in a Git repository handed over to your team — you own it
- Configured dunning engine with your aging buckets, reminder cadence, and branded email templates
- Customer payment portal deployed (ECOSIRE-hosted or embedded) and wired to your chosen payment gateway
- Payment gateway integration configured and tested end-to-end, including post-back to Cash Receipt Journal
- Permission sets, setup guide, and an admin/collector training session
- 30 days of post-go-live hotfix support, with an optional ongoing support and updates plan
これは誰のためのものですか
AR / Collections Lead
Owns days-sales-outstanding and the aging report. Wants reminders to send themselves, promises and disputes tracked in one place, and cash to apply itself so the team chases real exceptions instead of typing payments.
Controller / Finance Manager
Needs receivables visibility and a clean audit trail. Cares that every portal payment and applied receipt posts back into Business Central correctly with least-privilege access and Power BI reporting on collections performance.
BC Administrator / IT Lead
Responsible for the tenant's health and upgrade path. Wants a clean per-tenant extension with proper permission sets, Job Queue scheduling, and event-based posting — no base-app hacks that break the next BC update.
インストールの概要
ECOSIREからダウンロード
ecosire.com でライセンスを購入し、アカウント ダッシュボードから AR Automation & Customer Payment Portal for Business Central モジュールの ZIP をダウンロードします。
Odoo にアップロードする
ZIP をサーバー上の Odoo カスタム アドオン フォルダーに抽出します (または、[アプリ] > [Odoo.sh / runbot のファイルからインストール] を介してアップロードします)。
モジュールをインストールする
開発者モードをアクティブにし、アプリを開き、「アプリリストの更新」をクリックして、「AR Automation & Customer Payment Portal for Business Central」を検索し、「インストール」を押します。
設定を構成する
新しいメニューを開き、ECOSIRE ライセンス キーを貼り付け、外部認証情報 (Shopify、Amazon、Stripe など) を接続して保存します。
検証して公開する
組み込みの接続テストを実行し、最初の 10 レコードを同期し、定期的な cron をスケジュールします。何か問題が発生した場合はサポートにお問い合わせください。
AR Automation & Customer Payment Portal for Business Central の比較方法
| 基準 | エコシエール | カスタムビルド | 競合他社 | オドゥー ネイティブ |
|---|---|---|---|---|
| Customer self-service payment portal reading live BC data | ||||
| Automated tiered dunning on the BC Job Queue with hold logic | ||||
| Online card + ACH payment posting back to Cash Receipt Journal | ||||
| AI-assisted cash application against Cust. Ledger Entries | ||||
| Promise-to-pay and dispute tracking native in BC | ||||
| Built to your exact aging buckets, gateway, and workflow | ||||
| Full AL source code ownership in your Git repository | ||||
| Installed and supported on your tenant by the builder |
AR Automation & Customer Payment Portal for Business Central に関するよくある質問
+Is this an instant AppSource download?
No. This is a build-to-order extension. ECOSIRE builds it in AL for your specific Business Central version and configuration, then installs it as a per-tenant extension on your environment. You are not buying a self-serve AppSource listing — you are buying a built, deployed, and supported solution.
+How long does delivery take?
Typical lead time is 3 to 5 weeks from kickoff, depending on your payment gateway, portal branding, and how much dunning/dispute customization you need. We start with a short scoping call, build and demo in your sandbox, then deploy to production after you sign off. The $599 price covers the standard build; heavy custom scope is quoted separately before any work starts.
+What ongoing support and updates do I get?
Every build includes 30 days of post-go-live hotfix support. After that, an optional support plan covers BC version-compatibility updates, gateway changes, and enhancements. Because you receive the full AL source in your own Git repository, your team can also maintain or extend it independently.
+Which payment gateways and rails are supported?
Stripe is the default and supports both card and ACH. We also integrate Adyen, Authorize.Net, or your existing acquirer/PSP. The portal collects payment, the gateway processes it, and confirmed settlements post back into Business Central as Cash Receipt Journal lines via event subscribers.
+Will it survive Business Central upgrades?
Yes. It is delivered as a per-tenant extension using table extensions, page extensions, and event subscribers — never base-app modifications. That is the supported Microsoft pattern, so your BC cloud upgrades proceed normally. We re-test against new major BC releases as part of the optional support plan.
お客様が ECOSIRE を信頼する理由
SOC 2 調整済み
GDPR準拠
安全なストライプ支払い
30日間の返金
生涯アップデート
LGPL-3.0ライセンス
見積もりを依頼
AR Automation & Customer Payment Portal for Business Central
Automated collections, a customer self-service payment portal, online card and ACH payment, and AI-assisted cash application — built as a per-tenant AL extension on your Business Central environment by ECOSIRE.
- Customer self-service payment portal authenticated against Business Central, reading live open invoices and statements over the OData v4 / REST API
- Configurable automated dunning engine on the BC Job Queue that walks aging buckets and dispatches tiered reminder emails via your existing Email/SMTP setup
- Online card and ACH payment through your chosen gateway (Stripe default; Adyen, Authorize.Net, or your acquirer supported), with settlements posting as Cash Receipt Journal lines
- AI-assisted cash application that matches incoming receipts/remittance to open Cust. Ledger Entries by amount, reference, and customer heuristics for one-click approval