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Automate and Streamline Recurring Billing Process within Dynamics 365 CRM

Recurring Billing Manager automates the billing process in Dynamics 365 CRM with flexible billing schedules that helps to create Invoice on daily, monthly, quarterly and annual basis. In case of overdue payments, there is provision to create reminder schedules and delayed charges schedules that enables users to send timely reminders and charge penalty on overdue invoices. With such flexible and automatic billing schedules, the task of billing is streamlined and made easy for the users.

Recurring Billing Manager is available for Dynamics 365 8.2 & above and Power Apps. It supports the following deployment models - Dynamics 365 On-Premises & Online.

 

Features

  • Automated Billing System: Flexible billing system that automates the creation of Invoice on daily, monthly, quarterly and annual basis
  • Entity Support: Ability to create on-demand OOB Invoices or through automation
  • Delayed Charge Schedule: Ability to set up Delayed Charge Schedules for calculating delayed charges on overdue Invoices
  • Reminder Schedule: Ability to schedule automatic reminders for upcoming or past due payments
  • Define Audience: Ability to define audience with regards to whom the Invoices or payment reminders should be sent
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