What security measures does ePay Advantage use to minimize the risks of handling credit cards, such as hacking, identity theft, and other liabilities?
Your customers’ sensitive credit card information is stored in a PCI-compliant vault via PayFabric®, which is reviewed annually by VISA and Mastercard to ensure its safety. In addition, the credit card information is maintained by the portal user — not by the AX ERP employee. Since your own systems and employees never interact directly with the sensitive data, your PCI compliance becomes much simpler.
What credit card processors or payment gateways are supported?
If you don’t see your processing company on our supported list of merchant servicers and payment gateways, just ask — we can likely add it upon request.
Do I have to use my existing credit card processor?
Not unless you want to. PayFabric® makes it easy to try a new credit card processing service. We can even help you compare rates to make a more informed decision. Contact us for a free Merchant Account Review.
Invoicing and payments
What kind of AX invoices can be sent to the portal?
Sales order, free text and project invoices are all supported. Send an invoice from wherever you are in the system.
Can customers set up their payments to be processed automatically?
Yes! Using the auto-pay feature, portal users can set up future and recurring automatic payments.
Does the portal support pre-payments?
Yes. The pre-payment will show as a credit for future allocation by the user.
Can my customers print their invoices, and how?
Yes, customers can view, save and print invoices, in the Dynamics AX/365 format, as PDFs, right from their own devices, as often as they wish.
How are discounts handled in ePay Advantage?
If your company accepts discounted payments, the ePay portal can be configured to show discount information, including discount date, discount available and discount taken. If the user selects to pay the full amount due and it’s within the discount date, then the discounted amount will be the amount selected for payment.
How are credits handled in ePay Advantage?
Credits are netted against other invoices within Dynamics 365, utilizing your standard netting setups. This means that only net amount invoices amounts are available for payment in the ePay portal.
Is the portal page design customizable?
Absolutely. Add your company logo, colors, change the layout, and post messages or sales announcements. The screens can be easily modified to meet your company’s requirements.
Do I have to manage my customers logins/password resets?
No, ePay is here to reduce your administrative burden, not add to it. Customer sign-up, registration and password resets are all self-managed by portal users.
Have a question you don’t see answered here? Contact us!