Creating a Payment Profile in Work 365

Applicable for: Dynamics Version (DV) and Power Apps Version (PV)
Related Module: Billing & Payments
Audience: Billing Administrators, Finance Teams

Overview

Payment Profiles in Work 365 are used to manage and process customer payments effectively. A Payment Profile is directly connected to an Account and is referenced in Billing Contracts for payment processing.

⚠️  Important: Work 365 does not store credit card data. All payment information is handled through integrated secure payment gateways.

Prerequisites

• A valid Contact record must exist for the Account before creating a Payment Profile.

• You must have appropriate permissions to create or manage Payment Profiles.

Steps to Create a Payment Profile

1. Navigate to the Account Page
   Go to the Account for which you want to add a Payment Profile.

2. Open the Work 365 Menu
   In the main banner of the Account page, click the Work 365 dropdown and select Add Payment Profile.

3. Choose a Profile Creation Method
   A pop-out window will appear with two options:

   • Direct Entry: Enter payment information manually in the provided fields.

   • Profile Request: Generate a secure link for the customer to enter their own payment information.

4. Sync the Payment Profile
   After the profile is created, you must sync it to activate:

   • Scroll down to the Payment Profiles management section on the Account page.

   • Select the new profile and click Sync.

⚠️ Note: If you do not sync the Payment Profile, it will remain inactive and cannot be used for billing.

Managing Payment Profiles

1. Go to Payment Management

   • Navigate to the Payment Profiles section under the Account.

2. Available Management Actions

   • Set Default: Select the default payment method for billing.

   • Edit/Update: Modify existing profile details.

   • Deactivate: Disable an unused profile.

? You can have multiple Payment Profiles on an account, but only one can be set as the default.