Subscription and Recurring Billing Management provides a robust platform for all subscription-based businesses to seamlessly manage, streamline subscription and recurring billing process within Dynamics 365 CRM. It simplifies complex billing processes, automates manual accounting, and gives insight on business health with a detailed report of important metrics through comprehensive dashboards. An ultimate time-saving app, its flexibility eliminates billing bottlenecks, enhances user productivity, helps businesses to grow and gain a competitive advantage.
Features
1. Keep track of additional information about the Plans and Add-ons subscribed by customers.
2. Managing Invoices or Sales Orders with Subscription Schedule.
3. Margin Schedule to help apply the right margin to partners.
4. Users can define reminder schedules and reminder rules.
5. Users can set up and automate the penalty calculation process for overdue invoices.
6. Automate tax calculation for Opportunity, Quote, Order, and Invoices based on the Tax Schedules which comprises the percentage of tax to be levied.
7. Get a comprehensive dashboard that shows SAAS/Subscription metrics that helps to analyze the performance of the business for a given period of time.
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