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Payments · Built on Power Platform

CSP payment collection, automated end to end.

Collect payment automatically when invoices are due, across cards and direct debit, and apply cash back to invoices without manual matching. Invoice, collect, and reconcile on one platform.

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See payment capabilities
PaymentsCollected
Invoice INV-20482 $13,474
Method Card on file
Status Paid
Applied to invoice Automatically
Auto-charge on invoice
Cards & direct debit
Gateways such as Stripe
Microsoft Native
The payments problem

Invoicing is only half the cycle. Getting paid is the other half.

Accurate invoices still leave a gap: someone has to collect the payment, chase what is outstanding, and match cash back to the right invoice. When that is manual, cash comes in slower and reconciliation eats finance time.

Work 365 closes the loop. Payment is collected automatically when an invoice is due, and cash is applied back to the invoice, so your team sees what is paid and what is open without the spreadsheet.

Finance teams are asking…
?"How much finance time goes into collecting and matching payments?"
?"Can customers pay by card and direct debit automatically?"
?"When a payment comes in, is it applied to the right invoice on its own?"
?"How quickly do we actually see the cash?"
Capabilities

Collect, apply, and reconcile automatically.

Automated collection

Charge customers automatically when an invoice is due, so recurring revenue collects itself.

Multiple payment methods

Accept cards and direct debit, and let customers keep a payment method on file.

Gateway integrations

Connect a payment gateway such as Stripe to process payments securely, with more gateways on the roadmap.

Stored payment profiles

Keep customer payment details tokenised with the gateway, so repeat collection is seamless and secure.

Automatic cash application

Payments are matched and applied to the right invoice, so your ledger stays current without manual matching.

Recover failed payments

Retry collection automatically and keep recurring revenue on track.

How collection works

Invoices go out. Cash comes in on its own.

1

Invoice is due

A billing run generates invoices with each customer's method and terms attached.

2

Payment is collected

Work 365 charges the stored method through your gateway on the due date.

3

Cash is applied

The payment is matched and applied to the invoice automatically.

4

Finance sees the truth

Paid and outstanding balances update in real time in Dynamics 365.

Recurring revenue that collects itself
Part of the platform

Billing sets the amount. Payments bring in the cash.

Payments run on the same Dataverse-native platform as your billing, product catalog, and provisioning, so the invoice you send and the cash you collect are always one connected flow.

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CollectionsThis week
Collected $284,120
Applied to invoices 100%
Outstanding $12,400
Gateway Stripe
Why Work 365

Payments that are automated, secure, and yours.

Faster cash

Collect on the due date automatically, so recurring revenue is not waiting on manual chasing.

Your data stays yours

Customer and billing data stays in your own Dynamics 365 environment; card data is tokenised with your gateway.

Built on Dynamics 365

Native to Dataverse and Power Platform, with full visibility of paid and open balances.

Reconciled to invoices

Every payment is applied to an invoice automatically, so the ledger is always current.

Proof

Fewer manual steps, more captured revenue.

2–3%
Removing manual, error-prone processes plugged revenue leakage by 2–3%. We recovered the cost in the first three months.
GadellNet
Watertight billing. That nervousness around revenue leakage has gone away.
Paula McTeer, Head of Finance Ops, TSG
Our billing manager retired, and we did not have to replace her. We can now grow revenue through Work 365 without increasing headcount.
Infinity Group UK
FAQ

Frequently asked questions

How does Work 365 automate payment collection?+
Work 365 charges each customer's stored payment method through your gateway when an invoice is due, then applies the payment back to the invoice automatically.
Which payment methods are supported?+
Cards and direct debit, with customers able to keep a payment method on file for automatic collection.
Which payment gateways does it connect to?+
Work 365 connects to a payment gateway such as Stripe for secure processing, with additional gateways on the roadmap. Ask us about your specific gateway.
Is card data stored securely?+
Card details are tokenised with your payment gateway. Work 365 does not host your customer or card data; it stays in your own Dynamics 365 environment and with your gateway.
Does it apply payments to the right invoice?+
Yes. Payments are matched and applied to the correct invoice automatically, so your ledger stays current without manual matching.
What happens if a payment fails?+
Work 365 can retry collection automatically to keep recurring revenue on track.
Get started

See payments collect themselves

Book a 30-minute demo and we will show you automated collection, gateway integration, and cash application, running on one platform.

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