Business Central National Accounts Demo: Parent-Child Payments & Aging Reports

Simplify payments and accounts receivable across parent and child customers in Microsoft Dynamics 365 Business Central with iSolutions National Accounts. In this demo, see how to set up customer relationships, apply a single payment across multiple customer accounts, and get a consolidated view of outstanding balances with the National Accounts aging report. You’ll learn how to: • Create parent-child relationships by selecting multiple child customers at once. • View individual customer balances and the total balance across a national account. • Apply cash or check payments to invoices across parent and child accounts. • Process credit card payments with iPayments. • Batch apply payments by invoice due date, from oldest to newest or newest to oldest. • Customize aging buckets and include or exclude payments, future-dated invoices, and customers outside your national accounts. National Accounts is available as a standalone add-on for Business Central or as an addition to your existing iPayments solution. Payment processing features require iPayments. Contact iSolutions Payments to learn more or schedule a demo. help@isolutionspayments.com isolutionspayments.com