Configure credit card processing

Note

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This article describes how to view the list of payment providers and how to configure a payment account for accounts receivable in Microsoft Dynamics 365 Commerce.

The following procedures explain how to view the list of payment providers and how to configure a payment account for accounts receivable. The procedure uses the USRT company in demo data and is intended for administrators and IT professionals.

To configure a payment account, follow these steps:

1. In Commerce headquarters, go to Accounts receivable > Payments setup > Payment services.
2. Select View available providers.
3. Select New.
4. In the Payment service field, enter a value.
5. In the Payment connector field, select an option.
6. Expand the Payment service account section.
7. In the Environment: field, enter PROD.
8. Select Credit card types.
9. In the Payment journal field, select the drop-down button to open the lookup.
10. In the list, select the link in the chosen row.
11. Select Add.
12. In the Currency field, enter a value.
13. In the list, find and select the desired record.
14. In the Payment journal field, select the drop-down button to open the lookup.
15. In the list, select the link in the chosen row.
16. Select Add.
17. In the Currency field, enter a value.
18. In the list, find and select the desired record. Repeat the following steps for as many card types as you need.
19. In the Payment journal field, select the drop-down button to open the lookup.
20. In the list, select the link in the chosen row.
21. Select Add.
22. In the Currency field, enter a value.
23. Select Save.
24. Close the page.
25. Select Validate.
26. Select the Default processor for new credit cards checkbox.
27. Select Save.