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A customer payment portal is a secure self-service website where customers can view outstanding invoices, access invoice history, and make payments online. Truvio Payment Portal is fully integrated with Microsoft Dynamics 365 Finance & Operations, making it easy for customers to pay while reducing administrative work for finance teams.
What you get with Truvio Payment Portal
The Truvio Payment Portal is a self-service invoice presentment and payment
solution fully integrated with Microsoft Dynamics 365 Finance & Operations, enabling customers to view, manage, and pay invoices online 24/7 - while finance teams gain efficiency and control.
Accelerated Payment Cycles
Streamlines the path from invoice issuance to
payment, reducing delays and improving cash flow.
Reduced Administrative Effort
Automates invoice presentment, notifications, and reconciliation—minimizing manual AR tasks.
Secure & Flexible Payment Processing
Supports credit/debit cards and electronic payments with real-time or scheduled processing.
Integrated with Dynamics 365
Bi-directional synchronization with Dynamics 365 ensures accurate, up-to-date invoice and payment data.
FOR ACCOUNTS RECEIVABLE TEAMS
Stop chasing the same invoices every week.
Your customers find, download and pay their own invoices. You get fewer calls, fewer resent PDFs, and payments that already know which invoices they cover.
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Customers find their own invoices - balances, due dates and line items, any time.
- Many invoices, one payment - customers tick what to pay, in full or in part.
- Paid, confirmed, back in F&O - email receipt for the customer, a payment journal for you.
FOR CFOS AND FINANCE LEADERS
Make paying you the easiest thing your customers do.
Online card payments, fewer manual steps in accounts receivable, and every payment back in Dynamics 365 Finance & Operations against the right invoices.
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Easier to pay you - customers see what is open and pay online by card, any time.
- Fewer manual steps - customers enter their own card details; payments return to F&O.
- A clear trail - payment history shows which invoices each payment covered.
FOR IT AND DYNAMICS 365 OWNERS
Connected to F&O. Your customers never touch it.
Three parts: the Treasury Automation Suite in Dynamics 365 Finance & Operations, a portal hosted on Microsoft Azure, and a secure gateway that routes card payments to the payment processor of your choice.
- F&O stays the source of truth - invoices and payments sync through APIs. Customer page views never call F&O.
- PCI Level 1 card handling - card payments go through Spreedly, a PCI DSS Level 1 service provider, to the processor you choose.
- Your sign-in, your domain
Who is it for?
Built for the Teams Behind the Invoice
Curious how the Truvio Payment Portal impacts your role and the challenges you face in your daily work?
HOW IT WORKS
From invoice in F&O to payment back in F&O
Invoices appear in your portal
Invoices from Dynamics 365 Finance & Operations show up in your branded portal and stay in step whenever something changes.
Customers select and pay
Customers tick one or many invoices and pay by credit card, in full or in part, with a receipt on screen and by email.
Payments flow back to F&O
Each payment returns to Dynamics 365 Finance & Operations as a payment journal, against the invoices it covers.
Outstanding Invoices
View all unpaid invoices, access detailed information, and select one or more for payment.
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Invoice List View
A comprehensive list of all outstanding invoices with key details: invoice number, date, due date, amount, and status. -
Invoice Detail View
Click any invoice to see full details, references, and associated order information. -
Multi-Select for Payment
Select one or more invoices using checkboxes to batch them into a single payment transaction. -
Automatic Status Update
Once paid, invoices automatically move from the outstanding list to Invoice History.
Invoice History
A complete, searchable record of all previously paid invoices in Microsoft Dynamics.
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Paid Invoice List
Browse all invoices that have been fully paid, with date, amount, and payment reference. -
Invoice Detail View
Open any paid invoice to review details, order references, and payment timestamp.
Payment History
Track every payment transaction, including which invoices were covered by each payment.
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Payment List
A chronological list of all completed payments, showing date, amount, and payment method. -
Payment Detail View
Drill into any payment to see exactly which invoices were included — one payment can cover one or more invoices.
Make it Your Own
Turn every invoice payment into a brand moment. Customize your portal so clients feel your business at every step — from the first email to the final payment.
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Your logo on invoices, emails, and the portal interface
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Colors, fonts and more that match your identity
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Your own domain
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Branded email communications
No design skills needed. Set it up once, and you're good to go.
Customer Case
JMP Equipment Company
"With this new solution, people have access to see all of their invoices and orders without having to call us. It’s a much better overall experience."Martin Messick, Digital Transformation and Enterprise Architect
JMP Equipment Company
A Trusted Partner in the Microsoft Dynamics Ecosystem
We build solutions that align fully with Microsoft’s architecture, update cadence, and security standards. Truvio runs inside Dynamics 365, not alongside it, giving teams better performance, fewer integrations to manage, and an ERP foundation that stays current and grows with the business.