Overview

When the integration to the Versapay Cloud (Collaborative AR) Platform is in use, meaning the API Operating Mode is set to “Test” or “Production” all posted invoices will be sent via email to the Versapay Cloud (Collaborative AR) Platform and delivered to the email address associated with that invoice contact. The email will include a link to make a payment online and a PDF attachment on the Business Central invoice.

Users do not need to specify an “Electronic Invoice Type” on the sales document and may leave this as “None” (see Managing Conflicts with Connect Click-to-Pay below). When a sales document is posted, it will be delivered to the email address associated with the invoice contact.

From a Posted Invoice, the action “Send Electronic Invoice” sends an “invoice remind” to the invoice contact.

From the customer card, if a user chooses “Send Electronic Invoices”, a filter window is provided to assist with selecting the invoices the user would like to send to the customer. The invoice contact will then receive an “invoice remind” email for each open invoice. This may result in the contact receiving several individual invoice emails.

From the customer card, if a user chooses “Send Electronic Statement” a statement email will be delivered to the invoice contacts.

The pay link will prompt the customer to pay all the invoices on the statement, but they have the option to review and select the invoice(s) to pay.

Special Considerations

Sales Order and Quotes

The current version of the Versapay Cloud (Collaborative AR) Platform integration does not support Electronic Invoice and Payments Requests from Business Central Quotes and Orders.

From a open Sales Quote or open Sales Order, you have the option to Send an Electronic Payment Request or Cancel an Electronic Payment Request. When the Versapay Cloud (Collaborative AR) Platform is enabled, these actions will result in an error.

Opting Out

If a user does not want the Versapay Cloud (Collaborative AR) Platform to deliver an email invoice, they may opt out a customer or specific invoice by checking the field “Do not Sync with Versapay Cloud (Collaborative AR) Platform” on either the customer card or the sales document. If you check the field “Do not Sync with Versapay Cloud (Collaborative AR) Platform” field on the customer card, the system will default that value for any newly generated sales documents. It may be edited on the sales document as needed.

Managing Conflicts with Connect Click-to-Pay and Versapay Cloud (Collaborative AR) Notifications

Suppliers who are enabled for ChargeLogic Click-to-Pay email invoicing and the Versapay Cloud (Collaborative AR) Platform solution find themselves with two distinct ways to deliver email notifications, and options for payment, to their customers. To ensure that individual customers are only provided one email invoice notification and payment experience we have added some controls.

Now when a supplier who is enabled for ChargeLogic Click-to-Pay email invoicing changes their Versapay Cloud (Collaborative AR) Platform integration API Operating Mode to “Test” or “Production”, Collaborative AR will be the default mechanism for delivering invoice notifications. As such, they will no longer be able to use an “Electronic Invoice Type” other than “None” for their customers. This ensures that once a supplier is using Versapay Cloud (Collaborative AR) Platform integration, Collaborative AR will be the default mechanism for delivering invoice notifications.

Suppliers who are in “Test” or “Production” with their Versapay Cloud (Collaborative AR) Platform integration do have the option to allow specific customers to continue to receive Click-to-Pay email invoices if needed. This can be enabled by checking the field “Do not Sync with Versapay Cloud (Collaborative AR) Platform” on an individual customer card.   If “Do not Sync with Versapay Cloud (Collaborative AR) Platform” is checked for any given customer, the “Electronic Invoice Type” other than “None” will direct the invoice delivery to use the Connect Click-to-Pay experience.