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Activate and set up Payment Management

  • 4 min.

Payment Management has now been installed but not yet activated. When you activate Payment Management, the Payment Management Essential module and the Direct Communication module are enabled 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.

Activate Payment Management

If you did not already activate the solution from the prompt that appeared after you installed Payment Management, a notification will now 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.
    Payment Management activate now
  2. The guide to activating Payment Management opens. Select Next.
  3. Choose to activate Payment Management as a Customer or Partner.
    PM activation wizard activation type

Note

When you want to buy a subscription in collaboration with your Continia Partner, select Partner on this step.

  1. Select Next.
  2. Accept the terms and conditions and select Next.
  3. Enter your company information and the name and email address of a the person responsible for managing Payment Management. Select Next.
  4. 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.
    PM activation wizard business central partner
  5. At the end of the guide, select Finish, and Payment Management is then activated in a free trial mode for 30 days.
    PM That's it

Now that you've completed the activation guide, the next steps are to run the first of the three 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 as it helps you set up the basics. You run the last guide "Set up approval workflows" when you want to set up a payment approval workflow or bank account verification for a payment journal.

First, let's see how you set up bank accounts in the next unit.