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.
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.
Handling Complex Billing Scenarios
Automate billing frequency, consolidated bills, calculate pro rata rates, downgrades and more
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.
Why use Order Manager on Recurring Revenue for Dynamics 365?
Speed up
month end billing
Reduce
billing errors
Manage start dates, end dates, billing period.
Handling Complex
Billing Scenarios
Straight through
processing into ERP
Synchronise
with XERO
Power BI
Dashboard
We’re looking for Partners around the globe!
Become part of CRM Dynamics Ltd family!
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?
Get In Contact
We are here to assist.
Contact us by phone: 01908 929555
Email: [email protected]
or via our Social Media channels.