Add “Pay Now” button and QR code to invoice and statement documents Get paid faster by adding “Pay Now” button and QR Code to invoices and statements, emailed as PDF attachments to clients to pay on line on Dynamics CRM Portal. Create a link between invoice / statement and CRM portal, to allow clients to […]
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Recurring Invoices / Subscription Invoicing System
If you offer clients periodical services or subscription-based products, you need to invoice them, usually once a month or within agreed billing cycle. Dynamics Workflows version 5 provides a flexible system to create recurring invoices based on Invoice Templates, Invoice Line Items Templates and workflows to automatically generate invoices every billing cycle and for the […]
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