When pc/nametag upgraded from NAV 2013R2 to Microsoft Dynamics 365 Business Central, they expected the ERP migration to modernize their operations.
What they didn't expect was that customer payment processing would remain one of the biggest manual processes in their business.
Like many organizations, they still relied on exporting payment files, importing CSVs, manually entering cash receipts, and logging into their payment gateway to look up transactions before applying them to orders, invoices, or customer accounts. Those extra steps slowed down order and invoice processing, delayed cash application, and created more opportunities for errors.
"We knew there had to be a better way," said Darryl Anunson, ERP & Database Manager at pc/nametag.
That search led them to Blue Moon's —a solution that integrated payment capabilities directly into Business Central, eliminated manual payment tasks, streamlined customer payment processing, and gave customers a faster, more convenient way to pay.
The Hidden Cost of Manual Customer Payment Processing
When customer payment processing isn't fully integrated with your ERP, finance teams often find themselves managing tasks that should happen automatically, including:
- Daily file imports
- Manual cash receipt entry
- Duplicate data entry
- Logging into payment gateway portals to verify transactions
- Manually applying customer payments to orders, invoices, or cash receipts
- Slower order and invoice processing
- Delayed payment confirmation
Individually, each task may only take a few minutes.
Collectively, they create unnecessary work that slows finance teams, delays cash flow, and takes valuable time away from higher-value activities.
That's exactly what wanted to eliminate.
Finding a Better Way
After upgrading from NAV 2013R2 to Microsoft Dynamics 365 Business Central in 2023, pc/nametag needed a more efficient approach to customer payment processing.
Their previous environment required daily CSV uploads and manual cash receipt entries. After moving from PayPal to Braintree following the ChargeLogic acquisition by Versapay, they needed a payment solution that integrated seamlessly with Business Central.
They chose Blue Moon's Electronic Payment Processing because it provided embedded payment capabilities while supporting their existing Braintree gateway.
According to Darryl Anunson, ERP & Database Manager at pc/nametag,
"It was one of the easiest things to integrate."
What Changed
By integrating Electronic Payment Processing directly with Business Central, pc/nametag eliminated many of the manual steps that had become part of their daily routine.
The implementation provided:
- Automated payment authorization directly inside Business Central
- Elimination of manual cash receipt entry
- Secure online customer payment capabilities
- A streamlined workflow for customer payment processing
Instead of switching between systems or manually importing payment information, customer payments now flow directly into their ERP.
The Results
The improvements were felt almost immediately.
By removing manual customer payment tasks, pc/nametag achieved:
- Thousands of hours saved annually by eliminating manual processes
- Improved cash flow through immediate, automated payment capture
- Reduced processing errors
- More efficient order and invoice processing
- A better customer payment experience through secure online payments
As Darryl explains,
"Our customers appreciate the ease of paying online, and internally we've eliminated so much manual work. Blue Moon's team has been a great partner, making enhancements that benefit not only us but also other Electronic Payment Processing users."
Rather than spending time importing files, entering cash receipts, or looking up transactions in a payment gateway, their team can now focus on serving customers while Business Central handles the payment workflow.
Is It Time to Rethink Your Customer Payment Process?
If your accounting team still spends time importing payment files, manually applying customer receipts, or switching between multiple systems to complete payment transactions, it may be worth taking a closer look at your current process.
Modernizing customer payment processing isn't just about automation. It's about improving cash flow, reducing manual work, minimizing errors, and creating a better experience for both your customers and your finance team.
pc/nametag's experience demonstrates what's possible when customer payment processing is fully integrated with Microsoft Dynamics 365 Business Central.
pc/nametag simplified customer payment processing, reduced manual work, and improved cash flow after moving to Microsoft Dynamics 365 Business Central. the full pc/nametag Customer Success Story and discover how Blue Moon's Electronic Payment Processing helped transform their payment process.