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 the pay invoices page will then load this page will load every posted purchase invoice that is open in your business central company if utilizing binary stream mem, this page will only load bills associated with the entity code(s) the user has access to on this page, you can multi select your bills 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 bills you would like to pay by selecting the checkbox once you have finished selecting every bill, you can select add to payment run a confirmation window will now appear you can change your source account on this page once you have reviewed your payment run, you can select confirm x payments 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 that have been made via the plugin it is important to note that the business central posted purchase invoice will be marked as closed at the time of payment submission, not when the payment is marked as completed if your bank reports a payment failure, we will update the status on the history page to failed and attempt to reverse the initial entry entries follow the business central logic and will use the payment method code defined on the vendor card or will be left blank 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 status message and any credits or discounts used payment statuses payments that are processed through the plugin will first appear in a pending state dependent on the payment method, payments may remain in a pending state for up to {{businessdays}} business days after submission, after which the payment will automatically be moved to a completed state processing payment statuses sent for processing payments paid through the plugin will enter this state once they’ve been submitted for payment processing payments will enter this state once they have been approved and released terminal payment statuses a terminal payment status is a final status in most scenarios, payments will not automatically change from these states, unless intervention is applied from the support team completed some payments are marked as autocomplete, based on the way the payment network handles them completed is considered a terminal status and should not change failed payments that fail to be processed will enter this status payments can fail for a variety of reasons initial validation as a result of missing or inappropriate information, or if the payment fails in the payment network (e g the destination bank account is closed) cancelled this status will indicate that the payment was rejected in the bank approval portal or cancelled in the platform if you have already enabled bank feeds and are using this for some of your existing accounts already, use this procedure to add additional accounts for example, suppose you have recently added some new bank accounts to the plugin and you want to set them up to use bank feeds for easier reconciliation if you have already installed the plugin and want to add some new bank accounts to the plugin afterwards, you will be required to authenticate the bank for these new accounts as described in the plugin setup > installation > bank authentication procedure once the bank representative confirms that the new accounts are added to the plugin and ready for bank feeds, please follow the following steps step 1 locate the financial institution navigate to setup → accounting → financial institution → list (or search) step 2 edit financial institution click on the edit button next to the existing bank feeds financial institution step 3 edit format profile select the format profile configuration tab and click the edit button step 4 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 empty space below the existing linked gl account(s) to show a drop down in this drop down, 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 step 5 monitor bank import process from here, the next step is the same as what is described in the enabling bank feeds procedure