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Setup step on the Payment services page · Accounts receivable

Set up Payment services

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

Used by
Accounts receivable manager, Accounting supervisor
Business process
Define customer payment processes in Dynamics 365 Finance
Menu item
CreditCardProcessors
Main table
CreditCardProcessors
Data entity
—
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for credit card payment services, which connect the legal entity to the bank that processes customers' credit card charges.
What you do hereUse it to set up and activate a payment service with a credit card provider listed in the Payment connector field.
ExampleA 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.
Payment services page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processDevelop sales policies › Define accounts receivable strategy › Define customer payment processes in Dynamics 365 Finance
Menu pathAccounts receivable › Payments setup › Payment services
Set up first—
Used next byAccounts receivable parameters Microsoft Learn ↗Terms of payment Microsoft Learn ↗Sales orders Microsoft Learn ↗
Related pages—
In this process← Set up Terms of payment · Set up Payment calendar →

End user · Functional consultant

3How to do it

Setup steps on this page

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.

    Microsoft's steps

    1. Go to Accounts receivable > Payments setup > Payment services.
    2. 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.
    3. Set up the other options on the page and activate the provider as the default provider.
    4. On the Credit card types page, set up the card types you accept.
    5. On the Accounts receivable parameters page, set the parameters for credit card authorizations.
    6. On the Terms of payment page, set up credit card terms with Payment type set to Credit card.
    7. On the Customer credit cards page, enter the customers' card details.

    Source: Microsoft Learn ↗

    Field guide

    FieldWhat it meansWorked exampleTable column
    Payment connectorThe credit card provider the service connects to; you need an account with that provider.Microsoft Learn ↗——

    Functional consultant

    4Setup decisions

    Setup stepRecommended value and whyDecision · common mistake · test
    Set up Payment services——

    Solution architect

    5Design impact

    Shared or per companyPer 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

    6Technical

    Menu itemCreditCardProcessors Checked in Dynamics 365
    FormCreditCardProcessors Checked in Dynamics 365
    TableCreditCardProcessorsShown as “Payment services” in Record infoKey field: RecIdChecked in Dynamics 365
    Data entities—
    Who can open itPrivilegesMaintain customer payment services CreditCardProcessorsMaintainDutiesEnable credit cards CreditCardCreditCardEnableEnable credit cards process CreditCardCreditCardsProcessEnable
    2 security rolesAccounts receivable manager CustInvoiceAccountsReceivableManagerAccounting supervisor LedgerAccountingSupervisor
    Checked in Dynamics 365
    Actions on the pageOptions: Personalize, Page options, ShareChecked in Dynamics 365

    Developer

    7Developer

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

    Everyone

    8Sources and checks

    AR-PAYSETUP-090 — Set up Payment services. Beyond ERP Atlas Hub, snapshot 2026-10-16, partly verified. https://www.beyonderp.cloud/atlas/step/AR-PAYSETUP-090