In Microsoft Dynamics 365 Sales you can create invoices, either directly or from a sales order. Bluefort TAPP augments the invoice table and form to let you trigger an instant bank payment (IBP). The resulting IBP payment will also be decorated with TAPP-specific meta-data to track the CRM environment, the invoice and the customer for which the payment has been generated.
Pre-requisites
- The Dataverse environment hosting Microsoft Dynamics 365 Sales and Bluefort TAPP should be linked to a GoCardless merchant.
- Merchant account must be correctly linked on the TAPP onboarding record of type GoCardless.
- The invoice must contain one or more line i.e. Total Amount is not equal to zero.
Triggering a GoCardless Instant Bank Payment payment from an Invoice
When the user wants to trigger an IBP payment for a non-zero invoice the user can simply toggle the Pay With GoCardless Instant Bank Pay fieldand save the Invoice record.
This will result in an IBP payment URL to be generated in the GoCardless Instant Bank Pay URL field. The payment page is secure and hosted by GoCardless and it can be shared with the customer via email or using Power Platform tools such as a Power Automate flow.
Congratulations!
You have finished triggering a GoCardless Direct Instant Bank Payment. Once the customer provides the bank details in the GoCardless payment flow in the URL generated above to settle payment, the payment will also be created a record in the table called GoCardless Payments by the daily batch Power Automate flow that synchronises payments. In this table one can view GoCardless Payments resulting from Direct Debit, Instant Bank Payments or GoCardless subscriptions.
