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Eventix Payments

Eventix

Track payments, apply them to invoices, process credit cards and track who owes you money.

RAPID PAYMENT CREATION

Using our payment wizard, you are able to enter payments received in a single process. Select the payment type (e.g. Check/Cheque, Credit Card, etc.) fill in a few details, select the invoices you want to apply it to and you are done. The payment record is created and the amounts you specified have been applied and the invoice balance due is updated.

INVOICE BALANCE DUE

Often times you receive a single payment that needs to be applied to multiple invoices. The payment wizard makes it easy to find and select the invoices with a balance due and apply all or part of a payment received.

PROCESS CREDIT CARDS

You can now capture credit card payments from within Dynamics 365. By adding an optional merchant processor link (e.g. Authorize.net), you can connect to your credit card processor to approve and submit payment transactions.

QUICKLY REVERSE INCORRECT INVOICES

If a customer was billed incorrectly you may need to reverse the invoiced charges. Using the built-in invoice reversal feature, you are able to automatically create a credit memo based on the details of the invoice and apply the credit memo to the invoice. Also, any payment amounts that have been applied to the invoice are removed. This allows the payment to be applied to a new invoice or refunded, if necessary.

MANAGE REFUND REQUESTS

Sometimes it is necessary to refund money to a customer. Managing the refund request can be a cumbersome process. Not anymore. In Dynamics 365 you, will be able enter a refund request, track its status, and apply any refunded amounts against a prior payment received.

TRACK MARKETING KEY CODE RESULTS

With all the money you spend on marketing, it sure would be great to know which efforts are paying off. What better way than being able to attach a campaign marketing key code to an invoice? Each Dynamics 365 campaign you create can have as many key codes as necessary.

TRACK YOUR UNEARNED/EARNED REVENUE

If you sell a unique service, membership or subscription that involves deferred revenue, you know the challenge that tracking the numbers presents. Eventix Payments gives you the ability to add revenue recognition details to each invoice line item.

EXTEND EVENTIX PAYMENTS

Get a head start on your project and save a lot of valuable design and development time.

Which features will you choose?

  • Payments (cash, check, credit cards, vouchers)
  • Apply Payments to Invoices
  • Credit Card Processing
  • Credit Memos
  • Refunds
  • Earned Revenue
  • Invoice Reversal
  • Sales/GST/VAT taxes
  • Marketing Key Codes
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