How to Process Customer Payment Journals with Adyen in Dynamics 365

In this article, we will look at how you can use the Adyen connector, or any other payment connector built with the Payment SDK, to take card payments through the customer payment journal in Dynamics 365 Finance, Supply Chain Management and Commerce.

Sometimes you need to process a delayed payment or retry a failed one, and you do not want to create a new sales order just to do that. There are several ways to achieve this.

Option 1: Call center

Even if you only use D365 Finance or SCM, you can activate the call center functionality. Note that this may have licensing implications, so please raise a support ticket or ask your implementation partner first.

After you activate the call center, follow these steps:

1. Navigate to the form Retail and Commerce > Channels > Call centers.

2. Select the call center.

   

   Select call center

3. Assign the users. Only assigned users can reprocess a payment journal with a saved card.

   

   Assign user

4. Configure your Adyen connector. Go to Accounts receivable > Payments setup > Payment services and follow the official Microsoft documentation: Set up the Adyen connector.

5. Create a payment journal, select the unpaid invoice, and click Functions > Credit card.

   

   Credit card

6. Either generate a new card token

   

   Create a new card token

   or select an existing one.

   

   Select saved card

7. Post the payment journal. Because a card is selected, Dynamics will try to charge it. If the charge is successful, the journal is posted.

   

   Credit card history

Conclusion

This option works best for Commerce scenarios. For example, you shipped the goods and invoiced the order, but the payment failed later and you want to collect it again.

Option 2: Pay card

To process card payments directly from customer payment journals without enabling Call Center, we developed the Pay card functionality for Dynamics 365 Finance and SCM. It uses the standard Dynamics 365 Payment SDK, so the same functionality can work with Adyen, Stripe, Braintree, Authorize.Net, Fiserv, and other compatible payment connectors.

1. Go to Accounts receivable > Payments > Customer payment journal and create a new journal. Click Enter customer payments and select the invoices you want to pay.

   

   Select invoices

2. Click Save in journal and open the payment journal lines. Click Pay card, select the card you want to use, and click Submit payment.

   

   Submit payment

3. If the payment is captured successfully, the payment details are copied to the original sales orders. This enables refunds: if you post a credit note for a sales order that was paid via Pay card, the refund is sent automatically through Adyen.

   

   Credit card history

4. Once you create a return and invoice it, the payment is refunded automatically.

   

   Credit card history for return

Conclusion

This function is best suited for collecting overdue invoices, or for paying customer prepayment invoices by card so that order processing can continue. It works with any payment connector built with the Payment SDK. We have tested it with Adyen, Stripe, Braintree, Authorize.Net and Fiserv.

Need to process card payments from customer payment journals?

Tutsin develops and extends payment connectors for Microsoft Dynamics 365 Finance, SCM, and Commerce. If you need to process customer invoices, prepayment invoices, or overdue payments using Adyen, Stripe, Braintree, Fiserv, or another payment provider, contact us to discuss your scenario.