Subscription and Recurring Billing Management

Date:August 11, 2021 1:28 pm

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.

Check this video for more details: youtu.be/4dEYvSMKE-k

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.

Supported Platforms
Microsoft 365
Website Url
Company Name Inogic
Product / Service Page Url
Download/Trial or Contact Us Link
Benefit #1

Subscription and Recurring Billing Management makes it possible for users to keep track of customer trial periods for any number of products with ease.

Benefit #2

Automate tax calculation for Opportunity, Quote, Order, and Invoices based on the Tax Schedules which comprises the percentage of tax to be levied.

Benefit #3

With the Subscription Schedule, one can set the parameters or outlay the terms and conditions for generating Invoices/Sales Orders for all the ongoing and newly added subscriptions.

, ,
     

Print