Dynamics 365 Business Central users expect payments to easily post to customer invoices. Unfortunately, sometimes a payment is captured but doesn’t post. When that happens, it halts your cash flow and causes reconciliation headaches. In this blog we’ll walk through common reasons payment posting failures occur and how you can resolve them.
Common Causes for Posting Failures
- Dimension Error
Some of the accounts in your system require specific dimensions (like Department, Project, Customer Group, etc.) before any transaction can be posted to them. If those required dimensions are missing on the transaction, Business Central will block the posting.
- Permissions Error
When there is a customization or another app installed into the BC environment, it may need to use the same table(s) as iPayments. BC will decide which has access to the table. If iPayments receive a permission error, then the permission to that table will need to be granted to the iPayments API. To do this, navigate to iPayment Settings > Actions > Azure Permission > add the table > Grant Consent
- Deadlock/Concurrency Error
If another user or process is in the General Journal modifying the table at that exact moment, it can create what is commonly called a “deadlock”. These are temporary only for that specific time that it encounters the deadlock.
- Posting Date Range
Sometimes backend accounting settings such as closed periods, locked fiscal periods, or posting-period mismatches can block posting. This is especially common if the payment is dated outside of the allowed posting window, or if the required GL accounts are closed or not mapped correctly.
- Misconfigured Setup
When using an add-on payment module such as iPayments, it introduces extra workflow steps — like capture, fund deposit, clearing account posting, and automated matching. If any step or mapping is misconfigured (e.g. the clearing account isn’t set or apply-to mapping fails) payment capture may succeed, but posting to BC may fail.
Step-by-Step Troubleshooting Workflow for iPayments Users
If a payment doesn’t post in BC, here’s a recommended workflow
- Confirm Your Payment Was Captured
Check CardPointe to make sure the payment shows and was processed. Ensure there were no declines or processing errors at the gateway or during funding. - Open the Cash Receipt Journal in Business Central
Go to the journal and locate the payment entry. Verify that all required fields are filled in. Select the iPayments batch and verify the payment is in the cash receipt journal for manual posting. - Check for errors by selecting the drop down next to the post and hitting preview.
Any errors would show up on this screen. An alternate place to check for errors is the Error Message Register in Business Central. This will show a list of any internal errors. - Check for dimension / GL account requirements
If your system uses accounting dimensions or required fields make sure they are populated. An empty dimension field can cause posting to fail or throw a vague “inconsistency” error. - Verify fiscal period / posting-period settings
Ensure that the posting date aligns with an open fiscal/posting period, and that the general ledger accounts involved are valid and open. - Once all errors are cleared, manually post the payment.
Once you do that, the payment will apply and the invoice will show payment as captured and paid.
Best Practices to Avoid Future Posting Failures
- Maintain a clear, documented chart of accounts with required dimensions; avoid optional dimension fields when using payment journals or add-ons.
- Keep fiscal periods and posting periods open for AR/payment posting days, or designate a procedure for back-dated payments.
- Review and test iPayments configuration whenever you update BC, migrate environments, or change GL setup.
- For high invoice volume or frequent card/ACH payments, automate as much as you can and regularly reconcile gateway deposits to BC fund deposits to catch mismatches early.
At iSolutions we know that getting paid is critical for any organization. iPayments for Business Central can help you reduce posting failures, streamline your AR workflow, and keep your business moving forward. If you aren’t using iPayments, reach out to our team to learn how our AR automation tools can help your organization.
iPayments customers receive same-day support at no cost. Log a ticket on the support portal if you have additional questions.