Setup page · Accounts receivable

Payment services

A setup page for credit card payment services, which connect the legal entity to the bank that processes customers' credit card charges.

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Everyone

1What it is and why

What it is	A setup page for credit card payment services, which connect the legal entity to the bank that processes customers' credit card charges.
What you do here	Use it to set up and activate a payment service with a credit card provider listed in the Payment connector field.
Example	A company that wants to accept credit card payments on sales orders sets up and activates a payment service with a supported provider before authorizing customers' cards.

Functional consultant · Solution architect

Business process	Develop sales policies › Define accounts receivable strategy › Define customer payment processes in Dynamics 365 Finance
Menu path	Accounts receivable › Payments setup › Payment services
Set up first	—
Used next by	Accounts receivable parameters Microsoft Learn ↗Terms of payment Microsoft Learn ↗Sales orders Microsoft Learn ↗
Related pages	—

End user · Functional consultant

Set up Payment servicesNo screenshots yet

Use it to set up and activate a payment service with a credit card provider listed in the Payment connector field.

Go to Accounts receivable > Payments setup > Payment services.
Set up a payment service for a credit card provider that is listed in the Payment connector field and that you hold an account with.
Set up the other options on the page and activate the provider as the default provider.
On the Credit card types page, set up the card types you accept.
On the Accounts receivable parameters page, set the parameters for credit card authorizations.
On the Terms of payment page, set up credit card terms with Payment type set to Credit card.
On the Customer credit cards page, enter the customers' card details.

Field	What it means	Worked example	Table column
Payment connector	The credit card provider the service connects to; you need an account with that provider.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
Set up Payment services	—	—

Solution architect

Shared or per company	Per company: each legal entity has its own records. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	—

Technical architect

Menu item	`CreditCardProcessors` Checked in Dynamics 365
Form	`CreditCardProcessors` Checked in Dynamics 365
Table	`CreditCardProcessors`Shown as “Payment services” in Record infoKey field: RecIdChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesMaintain customer payment services `CreditCardProcessorsMaintain`DutiesEnable credit cards `CreditCardCreditCardEnable`Enable credit cards process `CreditCardCreditCardsProcessEnable` 2 security roles Accounts receivable manager `CustInvoiceAccountsReceivableManager`Accounting supervisor `LedgerAccountingSupervisor` Checked in Dynamics 365
Actions on the page	Options: Personalize, Page options, ShareChecked in Dynamics 365

Developer

Open it directly	`https://<your-environment>/?mi=CreditCardProcessors`
Integrate with	—
Table definition	`CreditCardProcessors` columns and relations Microsoft data model ↗

Everyone