Use Customer Balance as Payment Amount

This article explains the Use Customer Balance as Payment Amount feature in TAPP Adyen for Dynamics 365 Business Central. When enabled, this feature changes the amount sent to Adyen when a payment request is generated — using the customer’s total outstanding balance rather than the amount on the individual invoice.

Overview

By default, when an Adyen payment request is generated from a sales document, the amount sent to Adyen equals the amount on that specific invoice (Amount Including VAT).

The Use Customer Balance as Payment Amount feature changes this behaviour. When enabled, the amount sent to Adyen is the customer’s total outstanding balance at the time the payment request is generated — not the individual invoice amount. This is useful when you want a single Adyen payment to clear all open invoices for a customer at once, rather than paying invoice by invoice.

Setting It Up

1. Open Adyen Parameters (search for it using Alt + Q).
2. Under the Payments section, enable the toggle Use Customer Balance as Payment Amount.
3. Save and close.

📝 Note: Existing invoices and existing payment behaviour are not affected until a new payment request is generated after enabling this setting.

How It Works

On Sales Orders and Sales Invoices (Before Posting)

When you open a Sales Order or Sales Invoice that has Adyen payment enabled, the Customer Balance field is visible in the Adyen Payment Details section. This field shows the customer’s current outstanding balance (LCY) in real time, so you can see exactly what amount will be sent to Adyen before the document is posted.

📝 Note: The Customer Balance field is read-only and for display purposes only. It is never written to the database from the page — it is always recalculated fresh from the customer record each time the page is opened or refreshed.

At the Time of Posting

When the sales document is posted and the Adyen payment request is triggered:

• The system reads the customer’s total outstanding balance at that moment.
• The amount on the just-posted invoice is excluded — only the balance that existed before this invoice was added is used. This ensures the new invoice is not double-counted.
• This balance amount is what gets sent to Adyen as the payment value.
• The actual amount used is recorded on the posted invoice for reference, visible in the Customer Balance at Payment field on the Posted Sales Invoice page.

💡 Tip: The Customer Balance at Payment field on the Posted Sales Invoice stores the balance that was used at the time the payment request was sent. This is permanently recorded for audit purposes.

Special Case — First Invoice for a New Customer

If the customer has no prior outstanding balance (for example, this is their very first invoice), the feature automatically falls back to using the invoice amount, so the payment request is still generated correctly.

Payment Links (Pay by Link)

The same logic applies when using Pay by Link. The payment link generated for the customer will reflect the outstanding balance rather than the individual invoice amount.

Adyen Payment Record

The Adyen payment record created after a successful payment request will show the customer balance amount (not the invoice amount) as the payment amount, keeping your records consistent with what was actually requested from Adyen.

Adyen Metadata

Each payment request includes a metadata flag (BFTTAPPUseCustomerBalance: true) so you can identify in the Adyen portal which payments were generated using this feature.

Payouts and Settlement

When Adyen settles a payout and you generate the cash receipt journal, the behaviour depends on how your Apply to setting is configured:

Apply Method	Behaviour
Apply to Oldest (Standard)	The journal line is created for the full Adyen payment amount (the customer balance amount). Business Central’s standard logic then applies this receipt against the oldest open customer invoices automatically when you post the journal.
Apply to Payment Invoices	Behaviour is unchanged — the journal line is applied directly to the specific invoice linked to the payment, using that invoice’s ledger entry amount.

📝 Note: No additional configuration is needed for payouts when using this feature.

Field Reference

The following fields are relevant to this feature:

Field	Description
Use Customer Balance as Payment Amount	Toggle in Adyen Parameters > Payments. When enabled, payment requests are generated using the customer’s total outstanding balance rather than the individual invoice amount.
Customer Balance	Read-only field on Sales Orders and Sales Invoices (Adyen Payment Details section). Shows the customer’s current outstanding balance (LCY) in real time. Recalculated fresh each time the page is opened — never stored from the page.
Customer Balance at Payment	Field on Posted Sales Invoices. Stores the customer balance amount that was actually used when the payment request was sent. Permanently recorded for audit purposes.

Related Articles

• Generate an Adyen Payment Request
• Processing Cash Receipt Journals for Adyen Payouts
• Adyen Auto Rescue and Retrying Failed Payments
• Parameters