Dynamics 365 Business Central Collections Manager: Setup, Features & Automation | iPayments

Learn how to set up and use iPayments Advanced Collections in Microsoft Dynamics 365 Business Central to automate payment reminders and manage accounts receivable. In this video, Cory walks through Collections Manager configuration, daily collection workflows, and automated processing. See how to organize customer follow-up, review aging balances, and help customers pay outstanding invoices. This video was created from a live session and includes Q&A. In this training, you’ll learn how to: • Configure aging rules, action codes, and collection email templates • Build collection plans and assign customers and collectors • Review aging reports and track customer interactions • Manage notes, disputes, escalations, and promises to pay • Send secure click-to-pay links and process card or ACH payments • Apply existing credits and payments • Schedule automated collection notices using job queues • Monitor email delivery and troubleshoot unsent notices Learn more about iPayments: https://isolutionspayments.com/