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Install Payment Management from the Extension Marketplace

  • 3 Min.

The Payment Management solution can be installed directly from your Microsoft Dynamics 365 Business Central tenant without you even leaving the application.

Before you start, make sure you have the SUPER permission set, which you need to complete the full installation and activation process. If you're in doubt about whether you have the SUPER permission set, contact your Business Central administrator for assistance.

Note

We recommend that you install Payment Management in a sandbox environment before you install it in a production environment.

Let's get started!

  1. From the Role Center, select the search icon, enter Extension Marketplace, and select the related link.

  2. In the search field, enter Payment Management.

  3. Select the Payment Management app with the relevant country code. Choose the the same localization as the one you use in your Business Central installation.

  4. Select Free Trial.

    Payment Management Free Trial

  5. Agree to the terms of use and select Free Trial.

  6. Select the desired language, and then Install.

Note

The setup of Payment Management is a bit different depending on the Business Central localization. The main differences are the supported banks, the bank account information, and the available payment methods.

  1. To get a status of the installation, open Extension Management again, and select Manage > Installation Status. The installation is completed successfully when the status field shows Completed.
    Payment Management deployment status

Congratulations! You have now installed Payment Management.

You'll now be prompted to run the setup guides. In the next unit, we'll go through the details of how to do that.