Subscription and Recurring Billing Management is primarily curated for all subscription-based businesses, streamlining subscription billing in Dynamics CRM by automating subscriptions, recurring billing, and tax calculations within Dynamics 365 CRM. This app handles the recurring billing process in Dynamics 365 efficiently, allowing organizations to focus on growth and business expansion. By eliminating billing bottlenecks, it ensures accuracy, saves time, and simplifies the management of subscriptions. The app also supports seamless recurring invoice management in Dynamics CRM, making the billing experience smooth and error-free.

Subscription and Recurring Billing Management is available for Dynamics 365 v9.X & above. It supports the following deployment models - Dynamics 365 On-Premises & Online.

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Features

Plans & Add-Ons: Define and introduce multiple pricing plans and add-ons for the customers to choose from.
Multiple Pricing Models: Supports a variety of pricing models to ensure a smooth billing process for all subscription-based businesses.
Subscription Schedules: Create detailed framework of what, when & how much should be billed to customers.
Proration: Calculate subscription charges for products on pro-rata basis.
Revenue Analysis: Indicate business health through detailed reporting of important metrics - MRR, ARR, ARPU, Churn Rate, CLTV, etc.
Delayed Charge Schedules: Set up Delayed Charge Schedules for penalty calculation on overdue invoices.
Margin Schedules: Set up Margin Schedule to assign details of the margin offered to the partners.
Track Trials: Keep track of customer trial period for any number of products with ease.
Tax Calculations: Calculate tax for Opportunity, Quote, Order, and Invoices based on Tax Schedules.
Avalara AvaTax Integration: Integrate with AvaTax from Avalara for automatic tax calculations.

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Subscription and Recurring Billing Management for Dynamics 365 CRM

by Inogic