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. …
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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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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Allowing a customer to type in their own credit card 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 …
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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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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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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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Why Some Personal Information is Required to Open a Merchant Account According to the 2001 U.S. Patriot Act, providing your social security number and home address is required when opening a merchant services account. It helps ensure identities are protected and protects against illicit activities. In today’s world, being able to accept credit cards is …
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What is a Chargeback? A chargeback, also referred to as a dispute, occurs when a cardholder challenges a specific transaction with their bank. This option is made available for all cardholders by banks in order to protect them unauthorized transactions. When a chargeback is filed, the bank pulls the funds from the merchant’s account and …
