Recurring Sales Order, Invoice and Billing.  100% managed and hosted on Azure

for Dynamics 365 Online & On-premise. Compatible with Dynamics CRM 2016 | 2013 | 2011

The Recurring Sales Order and Invoice Generator enables you to create, track and manage the recurring sales orders and invoices seamlessly. It completely automates the recurring order management invoicing and billing process. 

It incorporates a tiered-pricing model, where the pricing is determined based on the customer plan (for e.g. Gold Service Plan), Payment frequency and Price range.   It saves you  time, money and the headaches!.

Functionality:

  •  Generate Quotes, Orders and Invoices on a regular frequency (for e.g. monthly, quarterly or yearly)    

  •  Tiered Pricing: Pricing is auto-determined based on the parameters such as customer plan, budget, frequency and tiered discounts etc.,

  •  Calculations:  Apply discounts, tax, freight amount etc., per the current sales order as well as Quotes & Invoices.

  •   Easily manage any exceptions to the recurring order and invoice process

  •  The new sales order and invoices are associated to the customer account and contacts so you can drill down from the account or contact screen

  •  Workflows can be set up to notify your internal and customer teams of new orders and invoices.

  •  This can also be used to generate health care claims, auto-bills etc., based on a tiered pricing model where product and unit price is selected based on a price range (for e.g. customer plan).

  • Seepath Card Pay for Recurring Billing: Automatically charge customer CreditCards on a recurring basis. You can set up customer creditcard payment profiles (once) and subsequently use it to charge the customer invoices (or any customer purchases) manually or automated through our Recurring Billing Engine. Recurring Billing is an Authorize.net certified solution and we offer this as a default payment gateway. Other payment gateway options including paypal, 2Checkout, FirstData can be tailored into our solutions. 

    Authorize.Net Certified Solution

 

 

 

Product Screeshots:

Recurring Orders  Dashboard Order Monitor
Microsoft Dynamics CRM 2011 Online dashboard  Microsoft Dynamics CRM 2011 Online dashboard  Microsoft Dynamics CRM 2011 Online dashboard

        Seepath Card Pay