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Recurring Revenue
For Microsoft Dynamics 365

Order Manager allows organisation to manage recurring revenue billing within Microsoft Dynamics CE.

 

Products are classified based on billing frequency. Order Manager will auto-generate the Recurring billing items.

 

Create recurring invoices in bulk, one invoice per client.

CASE STUDY

Green LED Lighting Solution

GLLS (Green LED Lighting Solutions) is a US-headquartered company that provides energy-efficient, environmentally conscious LED lighting solutions.

Its flagship products, LED Neon Flex, mimic the appearance of traditional neon fixtures and the company also supplies LED Light Panels and Light Boxes for retail and residential use. GLLS has been in the lighting industry for over 10 years and has many notable clients, including the Oscars, Sephora, Disney and Microsoft.

“Last month, for example, we did 277 quotes, which was excellent, that’s a 300% increase over the results we were getting from using the previous tool.”
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Speed up month end billing

One click action to generate all of your recurring invoices within Dynamics.

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Reduce billing errors

Quote lines are converted to recurring billing lines automatically. Manage start dates, end dates, billing period.

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Handling Complex Billing Scenarios

Automate billing frequency, consolidated bills, calculate pro rata rates, downgrades and more

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Straight through processing into ERP

Invoice data is fed into your finance or ERP system with nominal ledger codes and tax rates applied.

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Synchronise with XERO

Recurring revenue invoices can be synchronised directly into XERO

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Power BI Dashboard

Visualise your recurring revenue by product and by client to show next 12month projections.

Why use Order Manager on Recurring Revenue for Dynamics 365?

Speed up
month end billing

One click action to generate all of your recurring invoices within Dynamics.

Reduce
billing errors

Quote lines are converted to recurring billing lines automatically. Manage start dates, end dates, billing period.

t

Handling Complex
Billing Scenarios

Automate billing frequency, consolidated bills, calculate pro rata rates, downgrades and more

f

Straight through
processing into ERP

Invoice data is fed into your finance or ERP system with nominal ledger codes and tax rates applied.

Synchronise
with XERO

Recurring revenue invoices can be synchronised directly into XERO

Power BI
Dashboard

Visualise your recurring revenue by product and by client to show next 12month projections.

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Our Quote Manager CPQ allows sales to search and add product, manipulate the quote output to meet the needs of the customer. 

 

The product database is held in Dynamics and allows for one excel sheet export and import to manage additions and changes and invoicing financial transactions.

Our Order Manager solution works with the Quote Manager CPQ and allows users to manage the complexities of Customer Orders. 

 

Also included in this module is 

billing /recurring revenue, sales tax

and invoicing financial transactions.

Our Stock and Purchasing module works with Order Manager to give you greater insight into stock & purchasing information 

 

Users can make better decisions

 to speed up customer deliveries and reduce stock levels.

Purchase Order Management And Stock Control Solution

This solution works with our CPQ/Quoting Solution and provides a sales order processing solution

Quotes > Orders > Invoices.

 

Our order system allows for multiple orders to be generated from one won quote, this is needed if there is a shortage of stock or if delivery needs to be scheduled over time.

We soon will have Purchase Orders > Delivery Notes > Packing Lists > Stock Management.

Need More Details?

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Contact us by phone: 01908 929555
Email: [email protected]
or via our Social Media channels.