Credit Card Fraud. What is it and How Can it Impact Your Business?
How Does Credit Card Fraud Impact a Business? As a consumer, we have all heard of, and fear, credit card fraud. But what is it and how does this type of fraud impact a business? In simple terms, credit card fraud is when someone uses a credit card that does not belong to them for …
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How to Send Out Mass Collection Emails
How to Send Out Mass Collection Emails Save time sending out open AR to multiple customers by using the iPayment App for Microsoft Dynamics 365 Business Central. Sending open AR to multiple customers is simple with the iPayment app. Simply go to the Collections Manager in Business Central, select one or more customers you would …
How to Set Up Automatic Invoices Inside of Microsoft Dynamics 365 Business Central
Automatically sending out invoices inside of Microsoft Dynamics 365 Business Central can simplify your business processes and help your business get paid as fast as possible. iSolutions made this feature a reality. Here’s how to do it: Under Collections Mgmt. Settings, there is an “E-Mail Invoice” section with a toggle. Turning that toggle on will …
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How to Send a Credit Card Request Link to Multiple Customers at Once Inside of Microsoft Dynamics 365 Business Central
Having the ability to send a link to a customer that gives them the ability to input their credit card information on their own saves time and reduces input errors. With the new iSolutions feature “iPayment Contacts,†you can now securely send the request to all of your customers with a few simple clicks. …
How to Take Collections Notes in Microsoft Dynamics 365 Business Central
There are two different options when it comes to taking notes with the collections module in the iSolutions app - a header level, which applies to the customer record, or an invoice specific note. Here's how to take these notes: How to Take Collections Note at Header Level Start opening up Microsoft Dynamics 365 Business …
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AR Aging with Notes in Microsoft Dynamics 365 Business Central
SUMMARIZED AR AGING WITH NOTES A common request with Business Central users is having the ability to run an AR Aging with Notes. The iSolutions app for Business Central can do that. To view the Summarized AR aging with notes, open up the collections manager window. It will show you the last note, last note …
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How to Send Link to Request Credit Card Information
Allowing a customer to type in their own payment information is beneficial to both the customer, as well as the business. It saves time, is more secure, and allows for fewer user input errors. The iSolutions app turned this into a convenient feature for its users. Here’s how to do it: To start, open up …
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Quote to Cash Feature in Microsoft Dynamics 365 Business Central
Using a quote to cash feature is a convenient way to send out sales quotes to customers, while then being able to collect payment in the same email. The iSolutions quote to cash feature was created to help simplify this common business practice. It is automated and user friendly. Click here for written …
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How to Setup Collection Plan Reminders within Microsoft Dynamics 365 Business Central
Set it and forget it Sending automated reminders saves time and effectively prompts clients/customers to pay their incoming or past due invoices in a timely manner. Sending these reminders just became much easier for your business with the Accounts Receivable (AR) Automation “Collection Plan” window. This organization tool will allow you to select when to …
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How to Send Past Due Invoices within Microsoft Dynamics 365 Business Central
Have some of your clients forgotten to pay an invoice or two? There is a simple way to send out past due invoices with iSolutions. Here’s how to do it: Inside of Microsoft Dynamics 365 Business Central, click “Actions” under the customer record pull up the iSolutions Collection window using the iSolutions app found here. …
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