Subscription and Recurring Billing Management - PowerPoint PPT Presentation

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Subscription and Recurring Billing Management

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Subscription and Recurring Billing Management is productivity app that enables subscription-based businesses to manage subscriptions, streamline recurring billing process and analyze revenue within Dynamics 365 CRM. It simplifies complex billing processes, automates manual accounting and gives insight on business health with detailed report of important metrics through comprehensive dashboards. – PowerPoint PPT presentation

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Provided by: Inogic

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Title: Subscription and Recurring Billing Management


1
Automate and simplify Subscription and Recurring
Billing Processes within Dynamics 365 CRM
2
Key Features
Subscription Schedules Flexible billing
system that lets you automatically bill daily,
weekly, monthly, annually, etc.
Plans Add-ons Define and introduce multiple
pricing plans and add-ons for the customers to
choose from
Pricing Models Supports wide variety of pricing
models to ensure a smooth billing process
Track Trials Keep track of customer trial
period for any number of products with ease
Proration Calculate subscription charges for
products on pro-rata basis
Revenue Analysis Indicate business health
through detailed reporting of important metrics -
MRR, ARR, ARPU, CLTV, etc.
Margin Schedules Set up margin details to
give your partners or resellers a percentage
margin on every sale made through them
Tax Schedules Create Specific Tax Schedules and
Tax Details to calculate taxes including
geolocational tax using AvaTax
Reminder Schedules Schedule automatic reminders
to your customers regarding their upcoming or
past due payments
3
Available For
  • SUPPORTED VERSIONS
  • Microsoft Dynamics 365 v9.0 and above
  • DEPLOYMENTS
  • On-Premises
  • Dynamics 365 Online

4
Plans Add-ons
5
Multiple Pricing Models
6
Subscription Schedule
7
Proration
8
Revenue Analysis
9
Next Steps
Learn more about Subscription and Recurring
Billing Management today. Get your free
Subscription and Recurring Billing Management
trial from our website! Email crm_at_inogic.com
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