Usage

Overview The Versapay Cloud Platform allows users to add comments when they make a short payment. Comments can be used to help provide context as to why a short payment is being made and allow for easy collaboration between the supplier and custome...

Overview Versapay Collaborative AR can manage complex customer hierarchies. Hierarchies allow suppliers to identify parent and child relationships among related customers. Supplier users can view these hierarchies in Collaborative AR and they can b...

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) Plat...

Overview The Versapay Cloud Wallet allows users of the customer portal or eCommerce solutions to store payment methods in a wallet that is accessible in both the ERP and portal experience. The Wallet is setup on the Versapay Cloud Platform Setup...

Overview The Customer-Based Reconciliation feature allows you to quickly and easily see whether or not the Invoices and Credit Memos in both Business Central and the Versapay Cloud platform are in agreement for a single customer. This screen simply...

Overview From the Customer Card and List Pages, we can now navigate directly to the corresponding record in the Versapay Cloud Platform.  In order for this feature to work, you’ll need to ensure there is a Synchronization Codeunit defined on t...

Overview When the Versapay Cloud Platform is in live or test mode and the wallet is setup, then any payment methods that are stored on the customer/contact credit cards or checking account list in Business Central will also be available for use by ...

Overview With version 4.2.0.xx of Versapay ChargeLogic Payments, we have moved the Portal Management actions from the Payments menu to a new action on the customer card and customer list. The new Manage Versapay Users action takes the ERP User t...

Overview Reconciliation with the Versapay Cloud allows Business Central users to compare the open invoices and balances in the ERP are in sync with what is displayed on the Versapay Cloud Platform. To start a reconciliation from the Open Bulk Up...

Overview In this general operations guide, we will walk you through the usage of the Versapay Cloud Platform Integration. This article assumes you have already successfully configured Versapay Payments, the VPYNETWORK Gateway, and the Versapay Clou...

Overview From a Prepayment Page hosted by Collaborative AR, new customers can enter payment details. If the prepayment page is not associated with any existing customer in Collaborative AR/Business Central then it will be associated with the “No...