Billing is the last stage of all business transactions. Once the billing process is completed, you can conclude that the deal is done. So, it is right to say that Billing Processes are a recurring phenomenon in every organization and dealing with it is quite taxing on a daily basis.
So, how can you make it less taxing?
Quite Easy! Just get
Recurring Billing Manager automates your recurring billing processes in Dynamics 365 CRM/Power Apps. You can set specific billing schedules and generate Invoices automatically on a daily, weekly, monthly or annual basis. Similarly, you can set reminder schedules to send automatic reminders and set delayed charge schedules to calculate delayed charges for unpaid invoices. Once all the schedules are set, all your tedious manual tasks are automated, thereby enhancing your Dynamics 365 CRM productivity.
Interesting, isn’t it?
You can find more about this amazing app in our upcoming webinar where we will demonstrate how this app will help you to effectively manage and streamline Dynamics 365 CRM billing processes through automation.
Tuesday, December 8, 2020 – 11 am EST
Now let’s see what this app can do and how it will benefit you in the long run.
Flexible Billing Schedule
With Billing Schedule feature in Recurring Billing Manager, you can determine which, when and how the Invoices should be generated. You can also create multiple Billing Schedules and customize them based on common billing attributes such as billing length, frequency, reminders, delayed charges and include multiple products as per your requirement.
Reminder Schedule, on the other hand will help you to set up a schedule to send reminders for upcoming payments or for invoices that are past due. Every Reminder Schedule will have Reminder Rule(s) which will specify when the reminders should be sent, the email templates to be used, to whom it should be sent and so on.
Delayed Charges Schedule
Delayed Charge Schedule will help you to create schedules for the delayed charges that the customers must pay for their overdue invoices. It will provide a framework such as the percentage of penalty, its frequency and from when it should be charged. And based on this framework it will automatically calculate penalty for overdue payments. In this way, you can eliminate the risk of miscalculations.
So, don’t wait!
See you soon – Till then, let's invoice on time and get paid on time!