D365 product directory
Credit and collections products manage credit risk and chase overdue invoices from inside Microsoft Dynamics 365. They score customers, set and enforce credit limits, and automate dunning with reminder schedules, collection worklists and promise-to-pay tracking. Finance teams use them to bring down days sales outstanding without extra headcount.
17 products in credit and collections
An accounts receivable automation tool embedded within enterprise resource planning systems that enables payment processing, payment link distribution, automated collections, and invoice synchronization without switching between platforms. Supports credit cards, ACH, and eChecks directly within the ERP system.
Foundation app for credit management that allows assignment of credit controllers to customers, management of credit comments at customer and invoice level, and integrates with other debt collection suite apps.
Credit management extension for Dynamics 365 Business Central that automates credit approval workflows, enforces credit limits and aging policies, and automatically releases orders when credit conditions improve.
App that enhances customer approval workflows in Business Central by restricting unapproved customer usage on documents and journals, requiring field validation before approval, and supporting flexible team-based approval processes.
App for creating and managing payment plans for overdue invoices in Business Central, with automatic tracking of payment progress, customer communication automation, and late repayment alerts.
AI-powered finance cockpit for Business Central that answers plain-English financial questions using Azure OpenAI, surfaces proactive insights, and drafts follow-up actions for review. Includes Financial Controller Workspace, AI alerts, cash-flow forecasts, and optional Power BI reports.
Integrates payment processing directly into Business Central. Enables customers to pay invoices and reminders via direct links in email or PDF documents, with automatic payment matching and settlement without manual intervention.
Provides tools to create and manage customer disputes, assign responsibility, track resolution dates, and record bad debt ledger entries with automated communication and outcome tracking.
Cloud-based ERP system built on Microsoft Dynamics 365 Business Central, specialized for e-commerce and omnichannel retail businesses. Handles order processing, inventory management, financial operations, and multi-channel sales integration.
FarPay is a comprehensive payment and collections solution that automates invoicing, payment processing, collections, and accounting reconciliation. It integrates with multiple Dynamics platforms and accounting systems to streamline the invoice-to-cash process.
A rebate and incentive management solution integrated with Business Central that automates creation, tracking, and application of rebates for customers and suppliers to enhance collaboration and drive loyalty.
Embedded payment processing and accounts receivable automation for Dynamics 365 Business Central, providing credit card and ACH processing, click-to-pay links, collections management, e-commerce integration, and optional customer portal.
Embedded payment processing and accounts receivable automation for Dynamics 365 Finance, enabling credit card and ACH processing, click-to-pay links, payment reconciliation, and collections management directly within the ERP system.
An integrated donation management and fundraising solution built on Microsoft Dynamics 365 Business Central, designed for non-profit organizations, foundations, and NGOs. Combines donor and member management, donation accounting, tax receipts, and communication campaigns in a single platform.
A Business Central application that provides credit assessment and rating information for customers and suppliers directly within Business Central, enabling users to check credit scores and set recommended credit limits.
An extension for Microsoft Dynamics NAV/BC that provides enhanced receivables management and collections functionality.
Unified accounts receivable and B2B payment automation platform that automates the invoice-to-cash process, including digital invoicing, cash application, collections management, reporting, and B2B payment services with integrations to Dynamics 365.
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