Remittance Matching and Cash Application for Dynamics 365 Business Central

Yes. RemitClear works with Microsoft Dynamics 365 Business Central online, the version Microsoft hosts. It reads the remittance advices your customers send, matches each line against the open invoices and sales credit memos in your Business Central company and, once it's approved, posts the customer payment, applied to every invoice and credit memo it covers in a single posting. Setup happens on a call: your Business Central admin approves RemitClear's Microsoft Entra app, then installs a small RemitClear extension that lets one payment settle several invoices and credit memos at once. If your Business Central runs on your own servers, book a demo and we'll talk through how your receivables are set up.

RemitClear posts a customer payment in the company the remittance belongs to, applied to the open invoices and sales credit memos the remittance advice lists, in a single posting. It replaces the manual route of a cash receipt journal line, the Apply Entries action and an Applies-to ID on each customer ledger entry the payment covers, so nobody keys the lines in. A part payment is flagged for review, and once it's approved it's applied for the amount paid, leaving the invoice open for the rest.

When a remittance advice deducts a credit note, RemitClear matches it to the open sales credit memo in Business Central and settles it in the same posting as the invoices, so the payment and the credit memo together clear what the customer said they paid. Part payments, short payments and deductions that don't match an open credit memo are flagged for review beside the original document, for a person to decide.

Yes. Business Central keeps each legal entity in its own company, and companies in the same country or region can share an environment. RemitClear handles multi-company groups: each company is connected under one RemitClear login and keeps its own open invoices, remittance history and forwarding address. A remittance is matched against the open invoices of the company it was sent to, so a line that quotes another company's invoice shows as unmatched and waits for a person, and every payment posts in the company that holds the invoices.

You're live in days. Setup happens on a call with us: your Business Central admin approves RemitClear's Microsoft Entra app in Business Central, then installs a small RemitClear extension that lets one payment settle several invoices and credit memos in a single posting. Both are standard Business Central administration, since approving a Microsoft Entra app is how Business Central lets an integration run without anyone signed in, and extensions are how apps add to Business Central. There's no setup fee.

RemitClear reads PDF remittance advices, including scans, as well as Word documents, Excel and CSV files, TXT and HTML files, and remittance details typed into the body of an email. You can upload them or forward them to your own RemitClear email address, and RemitClear extracts the payer, payment date, amount, reference and invoice numbers from each one. It reads the advice whether the payment came by BACS or Faster Payments in the UK, EFT in Australia or ACH in the US.

It's held for review. A line that doesn't match an open invoice, a part or short payment, an invoice that's already paid and a remittance that looks like a duplicate are all flagged in the review screen beside the original document, and every match shows a confidence score. Nothing posts to Business Central until someone approves it, unless you've switched on automatic posting, and even then only confident matches post on their own.