Do You Need an AR Processing Add-On for Dynamics 365 Business Central?
While there are out of the box features within Dynamics 365 Business Central for accounts receivable, many companies find the features basic and limited.
Within Business Central, you can create, email, and post sales orders, create recurring sales lines, and automate reminders in collections. An add-on solution builds on those features to offer you robust, automated functionality that makes AR processing simpler. iSolutions provides easier payment options, the ability to automatically email invoices, auto deposit creation on sales orders, and much more.
Read the full list of out of the box features compared to what an add-on solution like iSolutions provides here.
What Products Does iSolutions Integrate With?
iSolutions integrates directly with Dynamics 365 Business Central. The seamless connection means your users do not need to switch between different platforms to complete their work.
ERP Solutions
- Dynamics 365 Business Central
- Dynamics NAV
- Dynamics GP
e-Commerce Solutions
- Salesforce
- Magento
- WooCommerce
- BigCommerce
- DynamicWeb
- commercebuild
Can iSolutions automate invoicing and payment reminders?
With iSolutions all accounts receivable processes are streamlined through automatic invoicing and payment reminders. Features include setting up automatic follow-up notices, overdue invoice alerts, and reminders to ensure timely payments. Additionally, the system allows for automatic email notifications for overdue accounts, making it easier to manage collections and improve cash flow.
What reporting and analytics features are available in iSolutions?
iSolutions integrates with Microsoft Dynamics 365, allowing businesses to centralize customer data, AR details, and payment histories, making it easier to track and analyze key financial metrics across multiple customers and accounts.
The software automates the generation of AR reports, including aging reports, outstanding invoices, and overdue accounts, providing users with a clear view of payment trends and overdue amounts. This helps businesses maintain better cash flow by identifying issues early.
Users can create personalized dashboards to display the most relevant metrics for their business, including cash flow insights, payment statuses, and real-time AR data.
The software logs customer interactions, allowing businesses to track promises to pay and maintain accurate records of follow-ups and payment commitments, improving the overall collections process.
Does iSolutions support multiple currencies or international payments?
iSolutions supports multiple currencies and international payments. This capability is particularly useful for businesses that operate globally, allowing them to manage accounts receivable in various currencies.
The software integrates with Microsoft Dynamics 365 and includes features that handle different currencies, exchange rates, and international payment gateways. This ensures smooth cross-border transactions and helps businesses manage their global customer base without manual currency conversions or errors in financial reporting
How secure is my data in iSolutions?
iSolutions is serious about data security to protect all financial information. Some of the key security features include:
- Encryption to protect payment details and financial records from unauthorized access
- User access controls to restrict user permissions based on roles
- Compliance with industry standards including PCI-DSS (payment card industry data security standard)
Can iSolutions help with collections management?
iSolutions streamlines collections management by automating the follow-up process for overdue invoices. It sends reminders, tracks customer interactions, and provides tools to improve collection efficiency.
What are the key features of iSolutions?
Automated invoicing, payment reminders, collections management, multiple currency support, real-time reporting, a customer portal, and secure payment processing.
Do you have click to pay?
Yes, iSolutions include click to pay functionality.
Does iSolutions provide customer support?
iSolutions provides customer support for troubleshooting, product guidance, and system integration issues. The support team assists with setup, customization, and ongoing use of the software. Additionally, iSolutions works with leading Microsoft partners to ensure the highest level of customer service through the partner or iSolutions directly.
What types of companies are best suited for iSolutions?
The iSolutions product is best for B2B companies who:
- Have an e-commerce site and need payment to flow directly to Dynamics 365 Business Central
- Want to provide a unique customer portal
- Need click to pay
- Want to automatically send out payment reminders
How do I buy iSolutions?
You have two options for getting in touch with the iSolutions sales team. Reach out directly to our team. Reach out to your partner to get the conversation started.
Which Microsoft partners work with iSolutions?
The leading Microsoft partners work with iSolutions including Western Computer, Stoneridge Software, Velosio, Innovia Consulting, CalSoft, Solution Systems, A BC Consulting Group, Key Partner Solutions, Sikich, JourneyTeam, and many others. View the full list here.
Still wondering if iSolutions is the right fit for your needs? Reach out to our team and lets discuss your AR challenges.