NEW FEATURES – MS Dynamics 365 Finance (FinOps) – TAPP FINANCE
Link your GoCardless account (merchant) to a company in Dynamics 365 Business Central –
Each company in Business Central can be linked to a GoCardless merchant (account) to enable the generation of payment requests via TAPP and the processing of the payouts directly in Business Central.
Generate Instant Bank Payment Requests – TAPP provides the ability to generate Instant Bank Payment Requests to collect payments from customers via a Billing Request Link that can be fulfilled by the customer.
Generate payment requests using Direct Debit Mandates – TAPP provides the ability to collect payments from customers via Direct Debit Mandates and set up new mandates as required.
Generate payment requests to customers from both invoices and orders – When a sale or an invoice is created for a customer in Business Central, this can be enabled for either Instant Bank Payment or Direct Debit Mandate processing which will in turn process the payment in GoCardless automatically.
Receive payouts automatically from GoCardless in Dynamics 365 Business Central – Payouts are automatically received in Business Central including all the related payments and fees if applicable.
Process customer payment receipts automatically – Automatically process customer payments via Business Central’s Cash Receipt Journal to reflect the payment in both the Customer Ledger and the Chart of Accounts.
Automatic Reconciliation: automatically apply payments to invoices –
Automatic Reconciliation of the incoming payment from GoCardless with the invoice from which the payment originated to ensure always up-to date customer balances.
Process any Merchant Fees automatically – If applicable, any merchant fees incurred can automatically received with each payout and processed accordingly to ensure proper reflection of the expense incurred in the accounting books.
Issue refund requests via Sales Credit Memos – When a sales credit memo is created for a customer in Business Central, this can be enabled for Refund processing which will in turn process the refund in GoCardless automatically.
Deployment Guides
Dynamics 365 FinanceDynamics 365 SalesDynamics 365 Business CentralBluefort TAPP Payment Automation