Wind-lock Streamlines Accounts Receivable in Microsoft Dynamics 365 Business Central with iPayments

Founded in the mid-1980s, Wind-lock Corporation is a trusted supplier in the building materials and construction industry. Originally focused on EIFS products as the creator of Wind-Devil EIFS Fasteners, the company has expanded its offerings over the years to meet evolving market needs.

Today, Wind-lock provides a broad range of products, including EIFS and stucco tools, drywall tools and accessories, access panels, and specialty materials for the ICF and SIP industries. Serving thousands of distributors across North America, the company is known for being a reliable partner and resource.

When the team transitioned from Dynamics NAV to Microsoft Dynamics 365 Business Central, they were looking for ways to modernize their accounts receivable processes and improve the customer experience.

Manual Processes and Constant Customer Requests Slowed Down AR

Before implementing Dynamics 365 Business Central and iPayments, Wind-lock’s AR workflows were heavily manual and time-consuming. Invoices were often saved as PDFs and manually sent to customers, creating a steady stream of repetitive tasks for the AR team. Customers frequently reached out requesting invoice copies or payment details, adding to the workload.

Pam Burkhart, A/R Manager, is responsible for credits and collections at Wind-lock. She spent hours each week replying to hundreds of emails from customers asking for copies of invoices or payment links. This manual process also created delays in payments and added friction for customers trying to access account information.

Windlock Implements iPayments and the Customer Portal

During their move to Business Central, Wind-lock’s partner recommended iSolutions. The team first implemented iPayments and later added the Customer Portal for Business Central to further streamline operations.

“There’s nothing easy when you’re upgrading from on prem to the cloud but iPayments was fresh air during that process. The training was adequate and the support was great. I got emails with actual useful and actionable information on settings things up,” said Jose Dias-Burgos, AI and Business Technology Project Manager. “We didn’t know what we didn’t know and the iSolutions team was gracious and professional, helping us with questions, even if we had already asked.”

Reduced Workload and Faster Payments

After go-live, the most significant impact came from the Customer Portal, giving customers direct, real-time access to invoices and payment options. Because it’s fully connected to Business Central, customers can quickly view account details and make payments instantly without delays or manual intervention.

“The Customer Portal is amazing. I used to get emails asking for copies of invoices. Now I direct them to the Customer Portal and they can get all of their information and pay from there,” said Pam.

With the Customer Portal for Business Central, users can:

• View and download invoices
• Access account information
• Make payments instantly

Increased Adoption of ACH and Lower Payment Friction

With Click-to-Pay functionality and easier access to payment options, customers are able to pay immediately, reducing delays in the payment cycle. Additionally, Wind-lock has seen strong adoption of ACH payments, giving customers an alternative to credit cards.

“ACH has been awesome because you can set it up as a merchant and customers can pay that way to avoid paying fees on credit card usage,” said Jose. “We love the feature where you can add a percentage to all invoices and you don’t have to go through each table or customer individually to do that. It’s turn-key so it’s easy to change or turn it on or off for customers.”

The flexibility to manage convenience fees and offer multiple payment methods has helped improve the overall payment experience for both customers and the business.

A True Partnership with Ongoing Support

Beyond the product itself, Wind-lock emphasized the value of partnering with the iSolutions team.

“Our experience with iSolutions has been two thumbs up. Support is quick and down to earth. The response time is what I really like, it’s always fast and within a few hours. When we work with development, it feels collaborative and not just them telling us what to do,” commented Jose.

A More Efficient, Scalable AR Process

By implementing iPayments and the Customer Portal, Wind-lock transformed its AR process from manual and reactive to streamlined and self-service.

The result is less time spent on repetitive tasks, faster payments, and a better experience for both customers and the internal team.

“It’s an excellent team with an excellent product. I’m glad iSolutions is continuing to develop the product so we can continue to grow together,” said Jose.