Paying Invoices (BC365)

paying invoices from anywhere in business central, you can navigate to the pay bills page click on commerce connections direct and then pay invoices to navigate to the page paying bills in business central allows you to remain within your erp system without needing to access your bank account separately follow this guide to learn how pay an invoice follow these steps to pay your first invoice with the plugin go to pay invoices from anywhere in business central, you can navigate to the pay bills page click on {{productname}} and then pay invoices to begin making payments select invoices to pay the pay invoices page will then load this page will load every posted purchase invoice that is open in your business central company note if using binary stream mem, this page will only load invoices associated with the entity code(s) to which the user has access on this page, you can multi select your invoices across multiple pages you can also filter by hitting toggle filters and then selecting an option from this list and entering your desired values select the invoices you would like to pay by selecting the checkbox once you have finished selecting every invoice, you can select add to payment run confirm payment(s) a confirmation window will now appear from here, you can change your source account once you have reviewed your payment run, you can select confirm x payments note if utilizing binary stream mem, the source account dropdown will only load bank accounts associated with the entity code(s) the user has access to next, you will see that your payment has been successfully bundled from here, you can navigate to the payment history page or stay on the pay invoices page viewing payment history to view the status of your payments, you can select the payment history page from the pay invoices page the payment history page provides a snapshot of all payments made through the plugin you can then click on each payment to view the bills that were paid in each batch from here, you will be able to see details about the payment, such as the status message and any credits or discounts used note the business central posted purchase invoice is marked as closed upon payment submission, not when the payment reaches a completed status if your bank reports a payment failure, the status on the history page will be updated to failed , and the system will attempt to reverse the initial ledger entry all ledger entries follow standard business central logic, using the payment method code defined on the vendor card or leaving the field blank payment statuses payments that are processed through the plugin will first appear as pending dependent on the payment method, payments may remain pending for up to {{businessdays}} business days after submission, after which the payment will automatically be moved to a completed state processing payment statuses a processing status indicates that a payment has been submitted for approval and is awaiting release sent for processing payments enter this state immediately after they have been submitted for payment via the plugin processing payments will enter this state once they have been approved and released terminal payment statuses a terminal status indicates a final state in most cases, payments will not automatically change from these states unless intervention is applied by the support team completed this is a final status some payments are marked as autocomplete based on the payment network's handling this status should not change failed payments that fail to be processed enter this status failure can occur due to various reasons, such as initial validation issues (missing or inappropriate information) or failure within the payment network (e g , the destination bank account is closed) cancelled this status indicates that the payment was rejected in the bank approval portal or cancelled directly within the platform use this guide to add and configure bank feeds for new accounts, assuming you already have bank feeds enabled for existing ones for example, you might have recently added new bank accounts to the plugin and now need to set them up for easier reconciliation since you've added these new bank accounts after the initial installation, you must first authenticate the bank for them, as detailed in the plugin setup > installation > bank authentication procedure add accounts to bank feeds once the bank representative confirms that the new accounts are added to the plugin and ready for bank feeds, please follow the following steps locate the financial institution navigate to setup → accounting → financial institution → list (or search) edit financial institution click on the edit button next to the existing bank feed's financial institution edit format profile select the format profile configuration tab and click the edit button go to the account linking select the account linking tab you will notice newly added account(s) are visible in the table now, click on the space below the existing linked gl account(s) to show a dropdown in this dropdown, select the gl account that maps to this newly added bank account repeat this step for all accounts you wish to enable bank feeds for once all bank accounts have been linked, click save monitor bank import process from here, the next step is the same as what is described in the enabling bank feeds procedure