Level 4 · 65.05.090.300 · July 2026 catalog

Define customer payment processes in Dynamics 365 Finance

11 setup steps in this process. Applies to Dynamics 365 Finance.

Microsoft business process catalog July 2026

Catalog source ↗

Worked example

Follow this setup done step by step in a test company, with the menu paths, values and screenshots.

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Setup steps in this process

AR-PAYSETUP-020

Set up Lifecycle management for payment gatewayMaster data · Accounts receivable > Payments setup > Lifecycle management for payment gateway

AR-PAYSETUP-030

Set up Methods of paymentMaster data · Accounts receivable > Payments setup > Methods of payment

AR-PAYSETUP-040

Set up Payment calendar configurationMaster data · Accounts receivable > Payments setup > Payment calendar configuration

AR-PAYSETUP-050

Set up Payment daysMaster data · Accounts receivable > Payments setup > Payment days

AR-PAYSETUP-060

Set up Payment feeMaster data · Accounts receivable > Payments setup > Payment fee

AR-PAYSETUP-070

Set up Payment schedulesMaster data · Accounts receivable > Payments setup > Payment schedules

AR-PAYSETUP-080

Set up Terms of paymentMaster data · Accounts receivable > Payments setup > Terms of payment

AR-PAYSETUP-090

Set up Payment servicesMaster data · Accounts receivable > Payments setup > Payment services

AR-PAYSETUP-100

Set up Payment calendarMaster data · Accounts receivable > Payments setup > Payment calendar

AR-PAYSETUP-110

Set up Payment format code setsMaster data · Accounts receivable > Payments setup > Payment format code sets

Set up Trading partner codesMaster data · Accounts receivable > Setup > Trading partner codes