A demo I recorded in how customers can apply credit memos to invoices and debit memos using the Account Central Online Payment Portal for Dynamics SL.
Tag: Account Central
Catalina’s Account Central provides an online bill payment solution for your customers. Below is a demo that I did a few months ago showing some of the main features and how it integrates back into Dynamics SL’s AR Module. We are also using Nodus’ PayFabric to handle PCI Compliant payment to maintain security for your customer.
NOTE: Account Central can not only be used by your customers but your sales support and field personnel can use it to by paying invoices for your customers and taking payments against workorders. We are also adding Square card swiping before the end of the year.