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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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Why Subscription and Recurring Billing Management?

For Dynamics users who run subscription-based businesses, a reliable billing system is essential to manage recurring payments, invoices, and subscriber data easily and accurately. Subscription management requires handling complex billing scenarios, multiple currencies, taxes, and subscription changes. All of this is to make data-driven decisions. And all of these involve a lot of manual work and often lead to errors and inefficiencies. This is where Subscription and Recurring Billing Management App by Inogic comes into the picture.

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.

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Benefits

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Features

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.

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.

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.

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.

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 calcu