Guidance notes on downloading and installing Astral GoCardless.
Gaining Access to the Astral GoCardless Role Center in Business Central.
Connection guidance on setting up Astral GoCardless using the setup wizard.
Accessing and setting up the application using the setup wizard.
This section details GoCardless onboarding.
Understanding the GoCardless dashboard.
Where to find the Astral GoCardless setup requirements checklist showing the setup tasks that need to be completed.
An explanation of the differences between Business Central Currencies and GoCardless Currencies.
GoCardless exchange rates.
Accessing and configuring notifications.
Accessing GoCardless Creditors and Schemes in Business Central.
Guidance on creating a Direct Debit mandate for customers using Astral GoCardless.
Guidance on creating a Direct Debit mandate on behalf of a customer using Astral GoCardless.
Create a payment batch that looks for all invoices that could be collected by Direct Debit Mandate via GoCardless.
This section describes how to submit payments.
Success+ enables you to collect initially failed payments automatically.
Borderless payments enable you to collect payments across multiple bank debit schemes and countries into a single bank account.
Instructions on how to post a Payout into the Business Central ledgers.
The procedure for generating a Refund from a Payment.
Instructions on how to deal with a Failed Mandate Notification.
Instructions on how to set up a Subscription.
Best practice for ensuring that the VAT/Taxes on your GoCardless Fees are recorded correctly in the Business Central ledgers.
Information as to why Currency Triangulation differences may occur and how to minimise them.
This section describes where to review errors and events. You can review the errors on all card and list pages of Mandate, Payment Entry, Refund, Payout and Subscription.
This scenario describes the permissions for Astral GoCardless.
How to import Customers and Mandates already set up in GoCardless if you are moving to Business Central.
Please see below.
Instruction on how to update the Astral GoCardless extension and how to check your current version.
These are the steps to integrate Dataverse in Microsoft Dynamics 365 Business Central.
Now the Common Data Service (Dataverse) Connection needs to be setup.
Once the Common Data Service Connection Setup has been completed, the Microsoft Dynamics 365 Connection Setup needs to be done.
Installing Astral GoCardless.
Loading the Dynamics 365 Customer Engagement application.
Once the app has been deployed, permissions need to be granted to the Business Central Security Role for the new customisations.
Add the Integration fields to the CDS Interface.
Creating a GoCardless Mandate in Customer Engagement.
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