Setup and use CollectSmart as a payment service for your Microsoft Dynamics 365 Business Central account.
Pre-Requisite: Install CollectSmart AppSource from Microsoft AppSource Marketplace, for your Microsoft Dynamics 365 Business Central account.
Setting up CollectSmart as a payment service for your Microsoft Dynamics 365 Business Central account.
Sign in to CollectSmart at https://www.collectsmart.com.
Navigate to Integrations under Settings and select 'Microsoft Dynamics 365 Business Central Integration'.
Click on 'Connect to MS Dynamics 365' and follow step by step guide below to set up CollectSmart as a payment service for your Microsoft Dynamics 365 Business Central account.
1. Enter your Microsoft Dynamics 365 Business Central login information and click Login.
2. You'll then be taken back to CollectSmart Microsoft Dynamics 365 Business Central integration page.
3. Select the Microsoft Dynamics 365 Business Central organization.
4. Select your ledger account of Microsoft Dynamics 365 Business Central to record invoice payments.
5. Select Payment Service options and Click on Save to complete the setup.
Using CollectSmart as a payment service for your Microsoft Dynamics 365 Business Central account.
Once you have set up CollectSmart as a payment service for your Microsoft Dynamics 365 Business Central account, you will see CollectSmart Payments Standard as one of the payment services in your Microsoft Dynamics 365 Business Central account. Select CollectSmart Payments Standard payment service as an payment service for invoices. Your payers will see Pay with CollectSmart PayNow QR as a payment option to make payment using PayNow QR on the invoice document.
01. Login into your Microsoft Dynamics 365 Business Central account
02. Create an Sales Invoice
03. Select ColelctSmart Payments Standard as an payment service for invoice
04. Send invoice to payers by email with invoice document
When configured CollectSmart Payments Standard as a payment service option for your invoices in your Microsoft Dynamics 365 Business Central account, your payers will see Pay with CollectSmart PayNow QR as an PayNow payment option for your Microsoft Dynamics 365 Business Central invoices. Upon clicking on Pay with CollectSmart PayNow QR option to make an PayNow payment, the payers will be directed to CollectSmart digital collections facilitation service page, which will display the invoice summary and an SG PayNow QR code for the outstanding invoice amount for payers to scan and make an SG PayNow payment using their PayNow app. Upon receiving an inward credit notification (ICN) from the bank, the digital collections facilitation service page will display the payment confirmation and will also create a payment for the invoice in your Microsoft Dynamics 365 Business Central account.
01. Click on the invoice document in the email
02. View Microsoft Dynamics 365 Business Central invoice
03. Click on Pay with CollectSmart PayNow QR option to make an PayNow payment
04. Scan the PayNow QR code to make the PayNow payment for the invoice outstanding amount
Frequently asked questions about CollectSmart & Microsoft Dynamics 365 Business Central integration.
CollectSmart can be configured as a payment service for your Microsoft Dynamics 365 Business Central account to collect your online invoice payments using an SG PayNow QR through CollectSmart’s digital collections facilitation service. Once you have configured CollectSmart as a payment service for your Microsoft Dynamics 365 Business Central account, you will see CollectSmart Payments Standard as one of the payment services in your Microsoft Dynamics 365 Business Central account. Simply select CollectSmart Payments Standard as an payment service for your invoice while sending your online invoices to your payers. Your payers can simply click on the Pay with CollectSmart PayNow QR option on your invoice document and scan the SG PayNow QR code in the CollectSmart digital collections facilitation service to make the payment for the outstanding invoice amount. Upon receiving the instant credit notification from the bank, CollectSmart will create a payment against the paid invoice in your Microsoft Dynamics 365 Business Central account to mark the invoice as paid.
Follow below step by step guide to connect Microsoft Dynamics 365 Business Central from CollectSmart:
01. Sign in to CollectSmart at https://www.collectsmart.com
02. Navigate to Integrations under Settings and select 'Microsoft Dynamics 365 Business Central Integration'
03. Click on 'Connect to MS Dynamics 365'
04. Enter your Microsoft Dynamics 365 Business Central login information and click Login
05. You'll then be taken back to CollectSmart Microsoft Dynamics 365 Business Central integration page
06. Select the Microsoft Dynamics 365 Business Central organization
07. Select your ledger account of MS Dynamics 365 Business Central to record invoice payments
08. Select Payment Service options and Click on Save to complete the setup
Once you have set up CollectSmart as a payment service for your Microsoft Dynamics 365 Business Central account, you will see CollectSmart Payments Standard as one of the payment services in your Microsoft Dynamics 365 Business Central account. Select CollectSmart Payments Standard payment service as an payment service for invoices. Your payers will see Pay with CollectSmart PayNow QR as a payment option to make payment using PayNow QR on the invoice page.
Follow below step by step guide to disconnect Microsoft Dynamics 365 Business Central from CollectSmart:
01. Sign in to CollectSmart at https://www.collectsmart.com
02. Navigate to Integrations under Settings and select 'Microsoft Dynamics 365 Business Central Integration'
03. Click on 'Disconnect from MS Dynamics 365 '