Websell’s integration with Microsoft Dynamics allows customers to pay on account online and access their invoices directly from their account page.
Customers who have a Credit Limit (LCY) set on their Microsoft Dynamics account will see the Pay on Account option during checkout and can complete their purchase without using a card payment method.
Once the order is placed using the Charge to My Account option, the customer can view the order in their account.
To download the invoice PDF and view order history, navigate to Account > Order History, where customers can see order details, tracking information, invoice number and date, and download the invoice PDF.
After the invoice has been downloaded and paid, the retailer must manually process the payment in Microsoft Dynamics, after which the customer’s Credit Limit will be updated automatically.
Note that Websell does not automatically mark invoices as paid, and credit limits are controlled entirely within Microsoft Dynamics.
