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Automate and simplify Subscription and Recurring Billing Processes

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Automate Subscriptions, Recurring Billing Process & Tax Calculations within Dynamics 365 CRM - Subscription and Recurring Billing Management

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Overview

Subscription and Recurring Billing Management provides a robust platform for all subscription-based businesses to seamlessly manage, streamline subscription and recurring billing process within Dynamics 365 CRM. It simplifies complex billing processes, automates manual accounting, and gives insight on business health with a detailed report of important metrics through comprehensive dashboards. An ultimate time-saving app, its flexibility eliminates billing bottlenecks, enhances user productivity, helps businesses to grow and gain a competitive advantage.

Recent Updates

  • Support to schedule automatic reminders to notify customers and user (subscription schedule owner) about subscription renewals
  • Keep track of trials and extend trials as per customer requirements
  • Provision to calculate subscription charges on pro-rata basis
  • Supports end to end management of respective customers’ subscription cycle
  • Supports revenue analysis through comprehensive dashboards
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Dynamics 365 v9.X

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Available on

Dynamics 365 v9.X & above

On-Premises and Online

Preferred App on Microsoft AppSource

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Features

Plans & Add-Ons

Plans & Add-Ons

Define and introduce multiple pricing plans and add-ons for the customers to choose from. With a variety of Plans, one can better segment customers, upsell additional offerings and improve cash flow of the business. This will drive growth and give competitive edge to the business.

Support for various Pricing Models

Depending on various factors different pricing models are applied for different products. To ensure a smooth billing process for all subscription-based businesses, Subscription and Recurring Billing Management supports a variety of pricing models – Flat Fee pricing, Per Unit pricing, Tiered pricing, Volume pricing, Stairstep pricing.

Support for various Pricing Models
Subscription Schedule

Subscription Schedule

With Subscription Schedule, one can set the parameters or outlay the terms and conditions for generating Invoices/Sales Orders for all the on-going and newly added subscriptions. By automating the recurring process of generating Invoices/Sales Orders, the risk of human error is reduced significantly. This enhances the productivity of Dynamics 365 CRM users.

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Proration

There are times when customers want to upgrade their on-going plans in the middle of the subscription cycle. They may even increase or decrease their user count or usage capacity. In such scenarios, by using proration Subscription and Recurring Billing Management ensures that a customer is charged the exact amount for the remaining days of the on-going subscription.

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Proration
Revenue Analysis

Revenue Analysis

Metrics such as MRR, ARR, ARPU, Churn Rate, CLTV, etc. are important indicators of the business’s health. Subscription and Recurring Billing Management provides a comprehensive dashboard that shows these metrics and helps to analyze the performance of business for a given period of time. This reporting helps to identify pain areas and take proactive measures to reduce further losses.

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More Features

Automate Tax Calculation

Automate tax calculation for Opportunity, Quote, Order, and Invoices based on the Tax Schedules which comprises the percentage of tax to be levied. Also, with Avalara AvaTax integration tax can be calculated based on local tax rates applicable for that specific region.

Track Trials

Giving free trails are the norm for all subscription-based businesses. Subscription and Recurring Billing Management makes it possible for users to keep track of trials or extend trials for any number of products as per customer requirement.

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Renewal Reminder

With Subscription and Recurring Billing Management, automatic reminders can be sent to customers and subscription schedule owners (salesperson/users) to notify about subscription renewals along with reminders for due payments.

FAQ's

Subscription and Recurring Billing Management provides detailed reports of important SAAS metrics such as MRR, AAR, ARPU, CLTV, Customer Churn Rate, Subscriber Churn Rate, Total active subscribers and Credit Notes for in-depth revenue analysis.

No, there is no such limit. With its support for multiple plans, add-ons and multiple pricing models, Subscription and Recurring Billing Management enables users to easily manage vast scale of subscriptions.

The frequent changes in subscriptions will not affect the billing cycle or create any complications in calculating subscription charges. The ‘Proration’ feature of Subscription and Recurring Billing Management ensures smooth billing cycle and easily adjusts the billing amount as per the upgrade/downgrade requirements put forth by the customers.

Yes, it is quite easy to keep track of all different regional taxes with Subscription and Recurring Billing Management. With its integration to AvaTax by Avalara and automation of tax calculations, there is no need to worry about different regional tax rates and tax accuracy.

Reach out to us today to know more!

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