Activate and set up Payment Management

Payment Management has now been installed but not yet activated. The next steps are to activate the solution and then run the first of the assisted setup guides.

Payment Management has 3 assisted setup guides.

• Set up bank accounts
• Set up vendor payments
• Set up approval workflows

Only the "Set up bank accounts" assisted guide is mandatory, but we recommend you also run the "Set up vendor payments" guide before you start using Payment Management. It helps you set up the basics. The last guide "Set up approval workflows", you run when you want to set up a payment approval workflow for a payment journal.

For now, you'll activate the solution.

Activate Payment Management

When you sign in to Business Central, a notification will appear at the top of the Role Center, asking if you want to activate Payment Management.

1. To start the assisted activation guide, select Activate now in the notification.

   

2. The guide to activating Payment Management opens. Select Next.

3. You can activate Payment Management as a Customer or Partner. To activate the app in trial mode, select Customer.

   

   This enables all Payment Management modules for free, for 30 days. After the free trial period expires, you'll be notified in the Role Center that you need to buy a subscription for the solution. The billing starts after the reactivation of Payment Management.

4. Select Next.
5. Accept the terms and conditions and select Next.
6. Enter your company information and the name and email address of a the person responsible for managing Payment Management. Select Next.
7. From the drop-down list, select your Continia Partner. If your partner is not on the list, turn on the My partner is not on the list toggle, and enter the name of your partner manually.
   
8. At the end of the guide, select Finish, and Payment Management is then activated in a free trial mode for 30 days.
   

Now that you've completed the activation guide, the assisted Bank Accounts Setup guide opens automatically and helps you continue the set up of Payment Management.

To see how, check out the next unit.