Use a single sales offer for one-time and recurring billing items, avoid manual effort creating recurring billing lines, and simplify your recurring billing process.

Work smarter, not harder

The challenge

Step 1: Create a sales quote in Microsoft Dynamics 365 Business Central

Step 2: Ship the items

Step 3: Assign the services

Step 4: Set up recurring billing

• Manage a portfolio of standard items with recurring services
  (e.g., hardware maintenance and software assurance).
• Offer and sell services as well as items without services in a mixed offer.
• Sell bundled items and hide the components
• Manage the services in contracts
• Single source of truth
  Work in an integrated software and avoid any mismatches or mistakes.
• Follow a clear and easy billing process
  A complex recurring billing captured in a template becomes a simple step in the process.
• Automated posting of accruals to Balance Sheet Accounts
  Correct periodization of revenue and expenses to Profit & Loss Accounts
  
• Accompanying certificate
  Creates a detailed list accompanying the invoice. The information includes the current billing period and prices accurate to the day.

Supported countries

Supported editions

Essential and Premium editions of Microsoft Dynamics 365 Business Central

Supported languages

English and German