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Payment and Collections Tutorials

We have pulled together a library of common questions from product demos, tips, and apps to get you the help you need now.

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Funding Job Queue

January 23, 2023

Customer Payment Request Without Associated Sales Document

Learn how the new iPayments feature can allow you to send out request for payment to your customer, without an associated order or invoice.

January 5, 2023

Merchant Batch Process Window

November 14, 2022

How to Upgrade to the iSolutions App Inside of Microsoft Dynamics 365 Business Central

November 3, 2022

How to Transfer Deposits Using iPayments Inside of Microsoft Dynamics 365 Business Central

September 27, 2022

Sales Order Deposit with Configurable Link

Merchant Guide: Make Sure You’re Prepared to Take Contactless Payments

Clover POS Systems Features

What are Credit Card Processing Levels

What is a Credit Card Processing Interchange?

What are Credit Card Chargebacks?

Lowering Your Credit Card Processing Fees

Cash Discount Programs to Eliminate Your Credit Card Processing Fees

What is a Payment Gateway?

Interchange Optimization: Impacting Your Bottom Line

A Guide for Businesses: 7 Ways to Lower the Rate of Processing Credit Cards

Dynamics GP Payment Terms Discount Available

How to Store Credit Card Profiles within Microsoft Dynamics 365 Business Central

How to Pay Posted Sales Invoices by Credit Card inside of Microsoft Dynamics 365 Business Central

How to Authorize and Capture Credit Card Payments inside of Microsoft Dynamics 365 Business Central

How to Setup Security Inside of Microsoft Dynamics 365 Business Central

How to Issue a Void/Refund Inside of Microsoft Dynamics 365 Business Central

How to Store Credit Card Profiles Inside of Microsoft Dynamics GP

How to Store Credit Card Profiles Inside of Microsoft Dynamics 365 CRM

How to Process Payments Inside of Microsoft Dynamics 365 CRM

How to Store Credit Card Tokens within Microsoft Dynamics 365 Finance and Operations

How to Authorize and Capture Credit Card Payments Inside of Microsoft Dynamics 365 Finance and Operations

How to Pay Multiple Invoices within Microsoft Dynamics 365 Finance and Operations

Interchange Pricing Vs. Tiered Pricing

Interchange Plus Pricing Vs. Flat Rate

Credit Card Processing Friendly Fraud

How to Pay Multiple Invoices within Microsoft Dynamics 365 Business Central

Swiping Vs. Keying Credit Card Transactions

What is PCI Compliance?

AVS Credit Card Match

How to Send Past Due Invoices within Microsoft Dynamics 365 Business Central

How to add Credit Card Convenience Fees within Microsoft Dynamics 365 Business Central

How to Setup Collection Plan Reminders for Microsoft Dynamics 365 Business Central

Card Account Updater Feature

Microsoft Dynamics 365 Business Central Integration with 3dcart

Integrate Payments with Salesforce and Microsoft Dynamics 365 Business Central

Sales Order Deposit in Microsoft Dynamics 365 Business Central

How to Use Quote to Cash in Microsoft Dynamics 365 Business Central

How to Re-Print Receipts in Microsoft Dynamics 365 Business Central

How to Send Link to Request Payment Information

How to Send Sales Order Confirmations in Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central AR Aging with Notes

How to Add Payment on a Customer Account in Microsoft Dynamics 365 Business Central

How to Apply Credit Memos to Invoices in Microsoft Dynamics 365 Business Central

Promise to Pay in Microsoft Dynamics 365 Business Central

Service Invoices in Microsoft Dynamics 365 Business Central

How to Send a Credit Card Request Link to Multiple Customers at Once Inside of Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central Point of Sale

Automatic emailing out invoices inside of Microsoft Dynamics 365 Business Central can simplify your business processes and help your business get paid as fast as possible.

How to Automatically Email Invoices with Microsoft Dynamics 365 Business Central

The iPayment App for Microsoft Dynamics 365 Business Central now offers Point of Sale designed for counter sales and small retail stores.

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