The following job queues are available to help automate various tasks within the PayTrace Trace AR for Business Central application. Understanding what each job does will help you configure them to best suit your business needs.

Jobs

72303610 - PayTrace Payments Client Portal

• What it does: This job retrieves payments that customers have made through the Client Portal and automatically applies them to the corresponding invoices within Business Central.

• When to use it: We highly recommend setting up a regular schedule for this job queue (e.g., every 30 minutes) so that payments made by your customers are reflected in your Business Central accounts receivable in a timely manner.

72303613 - PayTrace Recurring Sales Processing

• What it does: This job is essential for handling recurring billing. It automatically creates new invoices and processes payments for sales that are set up on a recurring schedule.

• When to use it: You should set up this job to run on a regular basis (e.g., daily) if you have any customers with recurring billing schedules. This ensures that invoices are generated and payments are captured automatically as they become due.

72303619 - PayTrace Update Customer Block Rules

• What it does: This job checks for any customer block rules you have configured. If a customer has met the criteria for a block rule (e.g., too many declined payments), this job will automatically block their account as specified by the rule.

• When to use it: If you have set up customer block rules to manage risk, you should schedule this job to run regularly (e.g., daily) to ensure those rules are enforced automatically.

72303577 - PayTrace Process Payment Reminder

• What it does: This job automates the process of sending payment reminders. It checks for unpaid invoices based on the reminder schedule you've configured and sends notifications to your customers through the Client Portal.

• When to use it: This is a crucial job for managing your accounts receivable. We recommend running it daily to ensure your customers receive timely reminders for outstanding invoices, helping you to collect payments faster.

72303611 - PayTrace Trace AR Invoice Payments Update

• What it does: This job handles the bulk synchronization of data between Business Central and the Client Portal. It sends any unsent invoices and/or payments in bulk to the Client Portal, ensuring all information is up to date.

• When to use it: You may need to run this job periodically to ensure all your invoices and payments are reflected correctly in the Client Portal, especially after initial setup or a large batch of new invoices. It's often used on an as-needed basis but can be scheduled for continuous synchronization.

72303575 - PayTrace Payment Status Update

• What it does: This job retrieves the latest status of any payments that are pending updates. For example, it will update the status of a captured payment once it has settled.

• When to use it: Scheduling this job to run as often as you are settling transactions, (e.g., once daily) is important for maintaining accurate payment statuses within Business Central, giving you a real-time view of which payments have successfully settled.