PayFabric for Microsoft Dynamics 365 Business Central

PayFabric

For Microsoft Dynamics 365 Business Central

User Guide

October, 2021

Nodus Technologies

PayFabric for Microsoft Dynamics 365 Business Central

Contents

Introduction ..................................................................................................................................................... 5

PayFabric...................................................................................................................................................... 5

PayFabric Receivables ................................................................................................................................ 5

Installation .................................................................................................................................................... 5

Updates ........................................................................................................................................................ 5

Support ......................................................................................................................................................... 5

Setup ................................................................................................................................................................ 6

Permissions .................................................................................................................................................... 6

PayFabric Setup ........................................................................................................................................... 7

Create a PayFabric Account ....................................................................................................................................... 7

Create a Device.............................................................................................................................................................. 7

Setup a Gateway Account Profile............................................................................................................................... 8

Microsoft Dynamics 365 Business Central Setup........................................................................................................ 8

Payment Method Code Setup ................................................................................................................................... 10

PayFabric Gateway Account Profile Setup ............................................................................................................. 10

PayFabric Receivables Setup ................................................................................................................... 11

Activate PayFabric Receivables ................................................................................................................................ 11

Gather Settings Information ........................................................................................................................................ 11

Microsoft Dynamics 365 Business Central Setup...................................................................................................... 11

Invoice Type Setup........................................................................................................................................................ 12

Currency Setup and Initial Mass Integration ............................................................................................................ 13

PayFabric Receivables Currency Setup ................................................................................................................... 13

Additional PayFabric Receivables Information ....................................................................................................... 14

Configure Integration Job ........................................................................................................................ 14

Customer Email Setup ............................................................................................................................... 15

Features.......................................................................................................................................................... 15

PayFabric Wallet ........................................................................................................................................ 15

Add a new Payment Method through Direct Input ............................................................................................... 16

Add a new Payment Method through WalletLink .................................................................................................. 16

View Saved Payment Detail ....................................................................................................................................... 17

Edit Saved Payment Detail .......................................................................................................................................... 18

Remove Saved Payment Method ............................................................................................................................. 18

Sales Orders and Sales Invoices ............................................................................................................... 18

CONFIDENTIALITY NOTICE | The information contained in this document is confidential and proprietary. This document is to be used with the understanding that it

will be held in strict confidence and not used for reasons unrelated directly to the purpose of this document. No part of the document may be circulated or

reproduced for outside the Client organization without prior written permission from Nodus Technologies, Inc.

Please review the Copyright Information section for more details on the use of this document.

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Nodus Technologies

PayFabric for Microsoft Dynamics 365 Business Central

Prepare a Sales Document for a PayFabric Transaction ...................................................................................... 18

PayLink Transaction ....................................................................................................................................................... 21

Sale Transaction............................................................................................................................................................. 22

Authorization Transaction ............................................................................................................................................ 23

Capture Transaction ..................................................................................................................................................... 24

Processing Multiple Transactions in Bulk .................................................................................................................... 24

Reversal Transaction ..................................................................................................................................................... 25

Cancel PayLink .............................................................................................................................................................. 25

Refresh PayFabric Information .................................................................................................................................... 25

View Transactions .......................................................................................................................................................... 26

Posting ............................................................................................................................................................................. 26

Create Cash Receipt Journal Payment before Posting ........................................................................................ 26

Cash Receipt Journal ................................................................................................................................ 26

Sale Transaction............................................................................................................................................................. 26

Refund Transaction ....................................................................................................................................................... 29

Transaction Reversal ..................................................................................................................................................... 31

Lists ................................................................................................................................................................. 32

PayFabric Transactions .............................................................................................................................. 32

Capture Transactions (Multiple) ................................................................................................................................. 32

Reverse Transactions .................................................................................................................................................... 33

Cancel PayLink .............................................................................................................................................................. 33

Delete Transaction Record.......................................................................................................................................... 33

PayFabric Outgoing Records ................................................................................................................... 33

Mass Export records to PayFabric Receivables ....................................................................................................... 33

Manually Export records to PayFabric Receivables ............................................................................................... 33

Test PayFabric Receivables Integration .................................................................................................................... 33

PayFabric Incoming Records.................................................................................................................... 34

Manually check for incoming records ...................................................................................................................... 34

API .................................................................................................................................................................. 34

Transaction Integration POST API ............................................................................................................. 34

HTTP Request .................................................................................................................................................................. 34

Request headers ........................................................................................................................................................... 34

Request Body ................................................................................................................................................................. 35

Response ......................................................................................................................................................................... 35

Example........................................................................................................................................................................... 35

CONFIDENTIALITY NOTICE | The information contained in this document is confidential and proprietary. This document is to be used with the understanding that it

will be held in strict confidence and not used for reasons unrelated directly to the purpose of this document. No part of the document may be circulated or

reproduced for outside the Client organization without prior written permission from Nodus Technologies, Inc.

Please review the Copyright Information section for more details on the use of this document.

3

Nodus Technologies

PayFabric for Microsoft Dynamics 365 Business Central

Copyright Information ................................................................................................................................... 36

CONFIDENTIALITY NOTICE | The information contained in this document is confidential and proprietary. This document is to be used with the understanding that it

will be held in strict confidence and not used for reasons unrelated directly to the purpose of this document. No part of the document may be circulated or

reproduced for outside the Client organization without prior written permission from Nodus Technologies, Inc.

Please review the Copyright Information section for more details on the use of this document.

4

Nodus Technologies

PayFabric for Microsoft Dynamics 365 Business Central

Introduction

PayFabric for Microsoft Dynamics 365 Business Central connects Microsoft Dynamics 365 Business

Central with the payment processing services of PayFabric. This document covers how to configure

and utilize the functionality available with the PayFabric for Microsoft Dynamics 365 Business Central

Extension.

PayFabric

PayFabric is a cloud-based payment acceptance engine and storage hub that can be integrated

with any application with ease and simplicity. PayFabric offers transaction processing for both credit

card and eCheck transactions while achieving the highest standards of security.

PayFabric Receivables

PayFabric Receivables is an additional service that is available to be added to PayFabric. With

automatic bi-directional integration between PayFabric Receivables and Microsoft Dynamics 365

Business Central, merchants can automate their collections processes by providing their customers

with a portal to view and pay invoices.

Installation

The PayFabric extension can be installed onto Microsoft Dynamics 365 Business Central from the

Extension Marketplace.

Updates

The release notes contain information on the latest updates to this extension.



Support

For support related inquires or for questions not found within this document, contact Nodus Support

for further assistance.

Contact Method

Address/Numbers

Email

support@

Website



Telephone

(909) 482-4701

CONFIDENTIALITY NOTICE | The information contained in this document is confidential and proprietary. This document is to be used with the understanding that it

will be held in strict confidence and not used for reasons unrelated directly to the purpose of this document. No part of the document may be circulated or

reproduced for outside the Client organization without prior written permission from Nodus Technologies, Inc.

Please review the Copyright Information section for more details on the use of this document.

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