Provide self-service
Customer Portal
Simplify invoicing and collections with a self-service payment portal that gives your customers direct access to view invoices, make payments, and see their transaction history.
Self Service for Your Customers, No Additional Effort for You
Finance teams can spend countless hours answering billing questions, manually sending invoices to customers, or taking payments over the phone.
With the customer portal feature that is part of the iPayments Advanced package, your customers will have instant access to view and pay open invoices and see historical payments and purchases. Best of all, the data is generated directly from Dynamics 365 Business Central in real time.
Account Access in a Secure Portal
Less time spent answering account balance questions
Give your customers the ability to view, download, and print invoices any time.
Branded Your Way
Include your logo, colors and brand elements into your customer portal.
Automate routine tasks
Spend less time on repetitive AR tasks and more time on strategic work. No more manually posting payments to accounts.
Make getting paid easier
Customer can easily pay online through the portal by credit card or ACH, which updates their account in Business Central in real-time.
Empower your clients
Give clients the self-service experience they expect—without adding to your workload
Minimize overdue balances
With an easy and convenient way to pay online, you reduce friction and speed up cash flow
Business Central Customer Portal
Features and Functionality
The Customer Portal is included in iPayments Advanced for Dynamics 365 Business Central. Advanced includes all features and functionality of iPayments Basic.
Pay and View Invoices
Give customers the ability to view and pay their invoices on their own time. Customers can pay one invoice or multi-select to pay multiple simultaneously.
History
Empower your customers with the ability to view and search their account including invoice and payment history.
Partial Payments and Credit Memos
Allow user to edit amount to pay on sales document or apply open credit memos to sales documents.
Personalized User Access
Invite specific customer contacts from your BC environment to access their portal. Toggle on or off to display Quotes, Orders, or Shipments based on user type.
Automated Emails
Use templates to send automated emails providing portal access, allowing users to reset their passwords, and to provide authorization codes.
Save Payment Methods
Customers can securely store credit card and ACH payment methods for faster payment processing.
Customized to Your Business
Add your logo, colors, and brand elements to provide your customers a familiar feel.
Pricing
Easy Setup. Instant Impact.
Getting started is simple. Our onboarding specialists will guide you through every step—from configuration to launch—so you can start accepting payments with confidence.
One-Time Setup Fee
Get started with a simple, upfront implementation cost that includes hands-on training.
Affordable Monthly Rate
Enjoy a consistent, budget-friendly subscription with no surprises. Includes product support from our U.S. based team.
No Hidden Charges
What you see is what you pay—no unexpected fees or extra costs.
What Our Users Say
“We’ve reduced the 24 hours per week that the accounting team used to spend on payment processing down to 5 hours. And with invoices going out at the time of the order rather than when shipments occur, that speeds up our cash flow by 2-3 days.”
Devin Adams
Chief Information Systems Analyst, Mama Lola’s
“The process is much easier for our customers. They spend less time submitting their credit card information and can more easily sort through open invoices.”
Brett Fancon
IT Supervisor, MWS Wire Industries
“It’s much easier for them to pay through the link we email and our smaller dealers and government entities that use virtual credit cards for one-time purchase particularly appreciate the added security of the new process.”
Kathi Grau
Credit and Collections Manager, SABRE
“We couldn’t justify adding a convenience fee before but now we can because the system actually is convenient. It’s easy and it works right. iSolutions easily paid for itself multiple times in one month. We have also had customers switching to ACH to avoid the convenience fee and that makes payments easier for us as well.”
Casey Schindler
COO, Baden Sports
Frequently Asked Questions
What can customers do in the portal?
With the customer portal from iSolutions, you can provide specific customers access to their account information including open invoices, closed or paid invoices, and open quotes. They are able to make payments, which are then automatically applied to the open invoice in Dynamics 365 Business Central.
What ERP does the Customer Portal integrate with?
The Customer Portal integrates directly with data from Dynamics 365 Business Central, ensuring real-time updates and accurate information for both you and your customers.
Is the portal secure?
Absolutely. The portal includes built-in authentication and encryption to protect sensitive customer and payment data. Payments are processed through tokenization and no data is stored anywhere outside of Business Central.
Can you choose which customers can make payments and view account information within the Customer Portal?
All access is given through Business Central on the contact level. You can choose specific permission levels for each individual at an organization. Admin level users have access to everything within the account while Limited users can only see invoices that are billed to their name.
ACH in the Customer Portal