Subscription and Recurring Billing Management

Manage Invoices, Sales Orders, payment reminders, tax calculations with ease

Automate Subscriptions, Recurring Billing & Tax Calculations

Subscription and Recurring Billing Management

Overview

Subscription and Recurring Billing Management is a productivity app designed specifically for Software Publishers and Value Added Resellers (VARs). With features like subscription schedules, reminder schedules, delayed charge schedules and auto tax calculations; it caters to every need required for the smooth management of subscriptions on a large scale. It efficiently automates the entire process of generating invoices, sending payment reminders, calculating penalty for overdue invoices and calculating taxes. In short, it is the ultimate time-saving tool built for managing subscriptions with ease.

Dynamics 365 9.0 & above

Recent Updates

Calculate taxes automatically for OOB entities
Keep track of Plans and Add-ons subscribed by customers
Calculate subscription charges on pro-rata basis
Keep track of subscription cancellations
Keep track of customer trial period for various subscriptions

Deployment

On-Premises and Online

Features

Subscription Schedule:

With subscription schedule, managing Invoices or Sales Orders for n number of subscriptions in CRM on regular intervals - daily, weekly, monthly or annually - can be achieved with ease. Automating the generation Invoices or Sales Orders by setting schedules results in higher efficiency and eliminates the risk of mismanagement. This also adheres to Opportunity, Quote and Order entities for which users can create subscription schedules based on the information fed in the system with just a single click.

Margin Schedule:

Margins can be handled with finesse. Based on the Margin Schedule created, the right Margins will be applied automatically. This is handy at the times, when the billing is processed through partners and not directly through the end users.

Reminder Schedule:

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 send reminders manually to the customers.

Plans & Add-ons:

With the provision to capture additional information about the Plans and Add-ons subscribed by customers, users can now keep track of these details easily. This will provide clarity while billing customers and avoid any mistakes of omission.

Delayed Charge Schedule:

Users can set up and automate the penalty calculation process for overdue invoices with the help of Delayed Charge Schedules. The charges will be automatically calculated and intimated to the customers through emails.

Automate Tax Calculation

Taxes for Opportunity, Quote, Order, and Invoices can be calculated automatically. The taxes are calculated either based on the customer or the product.

Tax Schedule

Users can define Tax Schedules and Tax Details for products which comprise the percentage of tax to be levied. Based on this the tax is calculated automatically.

Proration

Ability to calculate subscription charges for products on a pro-rata basis. Customers will be billed according to the number of users availing the services at a given period of time.

Subscription Cancellation

Provision to keep track of subscription cancellations, thereby enabling users to easily process the refund on a pro-rata basis within the stipulated period of time.