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Payment Planz 365

Autor: Behind the Scene Solutions

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An integrated customer payment plan and balance solution for Microsoft Dynamics 365 CE!

Stop managing your customer payment plans in spreadsheets and start using our integrated customer payment plan and balance solution for
Microsoft Dynamics 365 Customer Engagement. Break a Microsoft Dynamics CRM sales or service invoice into scheduled payments, help finance your customers!

Ex: Car insurance, bill $1000. But that can be paid out in 12 scheduled payments of X dollars, the insurance company finances the customer.

Take payments in CRM to maintain customer balances and aging. Credit limit and credit holds are up to date and reviewed before an invoice is created.

Rychlý přehled

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https://store-images.s-microsoft.com/image/apps.16211.ce2f8a96-1108-4505-8a02-ac6f4a141ecf.7d78a023-d725-4037-ba72-bbfda944f088.b224c8d9-8dff-4259-aca9-513883826133