Recurring Billing Manager

Manage billing schedule that could be annual , semi-annual, quarterly, monthly or even daily

Automate recurring billing and payment reminders

Overview

Take the guesswork out of your billing process and transform the tedious manual tasks into an automated, time-saving machine. Automate your recurring billing processes with the Recurring Billing Manager App. It allows you to specify the billing schedules with support for daily, monthly, quarterly and annual billing plans. Invoices will be automatically generated based on the defined billing schedule. Automate reminders for overdue invoices and automatic calculation of penalty for unpaid invoices. The app integrates well with Dynamics 365 Sales but also has the ability to work stand-alone using custom entities to record transactions.
Dynamics 365 8.2 and above
On-Premises and Online

Recent Updates

  • Auto-generate bill annually, quarterly, monthly, or daily
  • Set up Penalty Schedules for Penalty calculation
  • Schedule automatic reminders regarding past due payments
  • Define set of people as per their billing status

Flexible Billing Schedule:

With billing schedule being the heart of the billing process, it governs if an invoice should be created, when it should be created and how often it should be created. Users can define which all products will be there on the invoice.

Send Reminders:

Users can define reminder schedule and reminder rules based on which billing reminders would be send out to the customers. With this automated process users no longer have to manually send the reminders to customers.

Levying Penalty:

Users can set up and automate penalty calculation process for overdue invoices with the help of Penalty Schedules. This would save time and effort of users as they no longer have to spend hours calculating the penalty for overdue invoices.

Create OOB Invoices on demand or automate it by scheduling them, thereby making the process a breeze

Flexibility to define the set of people who should be receiving Billing emails or who should be receiving emails about overdue payment, etc.