Trace AR for Business Central

What if you could use Microsoft Dynamics 365 Business Central to accept payments, automate accounts receivable, and manage collections with customizable AR aging reports and automatic batch reconciliation? With Trace AR for Business Central, you can. The flexible, embedded payment solution from PayTrace even lets you provide your customers with a personalized portal to pay and manage outstanding invoices with either a credit card or ACH payment.

Key Features

Manage all of your payment data in a single source – Business Central

Use the AR Aging Report to view open invoices, invoice details, and aging bands

Select specific payment batches or automatically reconcile all

Reduce credit card processing costs with surcharging and interchange optimization

Email invoices/statements and accept payments through our PCI-compliant system

Gain quick visibility into reconciliation exceptions

Minimize costs with our combined merchant account and payment gateway

Notate and assign invoices to others for collections or activity tracking

Assess cash flow with greater speed and accuracy

About Trace AR for Business Central

Available in the Microsoft AppSource, Trace AR for Business Central digitizes and automates your invoicing and payment processes, so you can eliminate manual work, cut costs, and accelerate cash flow.

Centralize payments by capturing and authorizing credit card and ACH payments inside Dynamics BC via, a Customer Card, Sales Quote, Sales Order or Sales Invoice
Easily reconcile payment batches, automatically or with select payment batches
Gain quick visibility into exceptions and post the difference to the appropriate GL account
Reduce credit card processing costs with interchange optimization and other B2B payment features to maximize your cash flow
Simplify accounts receivable collections using a single view to:
- Access and prioritize outstanding invoices with multiple views and sorting options
- Notate and assign invoices to others for collections or activity tracking
- Send notification reminders on outstanding invoices
- Eliminate cross-referencing multiple systems for AR aging and invoice data
Improve customer experience with a personalized, client portal that customers can use to:
- View, pay and manage their outstanding invoices
- Track their invoice history
- Add or update preferred payment methods

DOWNLOAD THE DATASHEET >