Business Central’s Blocked field on the Customer Card controls what sales and payment activity is allowed for a customer. Paystand respects that setting when posting payments back to Business Central.
Use this guide to choose the right block option so you can manage credit risk without unintentionally stopping payment collection.
Quick answer
Only Blocked = All stops Paystand from posting payments. To prevent new credit while still collecting outstanding invoices, use Blocked = Invoice.
Blocking options and Paystand impact
These options match Business Central’s customer blocking settings:
| Blocked setting | What Business Central prevents | Can Paystand post payments? |
|---|---|---|
| Blank | Nothing — transactions are allowed | Yes |
| Ship | New orders and new shipments. Existing shipments that are not yet invoiced can still be invoiced. | Yes |
| Invoice | New orders, new shipments, and new invoices. Existing shipments that are not yet invoiced cannot be invoiced. Reminders and finance charge memos can still be sent. | Yes — recommended for credit control while collecting balances |
| All | All transactions for the customer, including payments | No |
Important: Paystand cannot override a Business Central All block. If BC rejects the payment posting, the payment will not land in the customer’s ledger until the block is changed or the payment is handled manually.
Recommended setting for credit control
If you want to stop extending more credit to a customer but still collect what they already owe:
- Set Blocked = Invoice on the Customer Card.
- Leave Paystand enabled for that customer so outstanding invoices can continue to be paid and posted.
Use Blocked = All only when you intentionally want to stop every transaction — including payment posting from Paystand.
How to change the Blocked setting
- In Business Central, use Search (Alt+Q), enter Customers, and open the related page.
- Select the customer, then choose Edit.
- In the Blocked field, select Blank, Ship, Invoice, or All.
- Save the Customer Card.
What happens when Blocked = All
- A payer may still be able to complete a payment in Paystand Checkout.
- When Paystand tries to post that payment into Business Central, BC rejects it because no transactions — including payments — are allowed.
- The result is a reconciliation gap: the payment can show as paid in Paystand while it is not posted in Business Central.
If payments are not posting for a customer
- Open the Customer Card in Business Central.
- Check whether Blocked is set to All.
- If you only need credit control, change it to Invoice (or clear the block if appropriate) and save.
- Contact Paystand Support if any payments still need to be posted or reconciled.
Which setting should I use?
| Your goal | Use this setting |
|---|---|
| Normal operations and payment posting | Blank |
| Stop new orders/shipments, but still invoice existing shipments and collect payments | Ship |
| Stop new credit (orders, shipments, invoices), but still collect outstanding balances through Paystand | Invoice |
| Stop all activity, including Paystand payment posting | All |
For Microsoft’s official documentation, see How to block sales to customers.