Create and fulfil invoices quickly and easily in Dynamics CRM using simple workflow.
Whatever your business is, our Microsoft Dynamics 365 CRM Billing Software includes everything you need to create and fulfil invoices quickly and easily, for all your regular invoices, and for any other chargeable events, using simple workflow.
The software comes with examples and training videos that show you how to easily create tens, hundreds, or thousands of invoices in one go.
Who is it for?
“Redware’s software generates the invoices efficiently, is working well and our client is very happy."
Peter Gleadell, The Cloud Partnership
Microsoft Dynamics 365 CRM Billing Software automates all the steps involved in your billing cycle from creating chargeable events right through to invoice fulfilment. It uses a flat table to which you add each transaction so that each item corresponds with a single line on an invoice. Optional extras add further processes to take and record payments, and connect all the billing data into your accounting system.
1. Regular Monthly Billing
Microsoft Dynamics 365 CRM Billing Software comes with a pre-configured custom table for controlling all your regular monthly billing - out of the box. Or for more complex environments, you can easily customise this table for your own billing cycle needs.
2. Chargeable Events
Whatever way chargeable events are set up in your CRM - ie as a system entity or a custom entity - use simple workflow to easily add a transaction into CRM Billing Software, and the event will be billed automatically at the end of your billing cycle.
3. Invoice Creation
As often as you require, all transactions and billable items from different sources are collected together and a single invoice per customer is automatically created (convergent billing).
4. Invoice fulfilment
Once invoices are ready, CRM Billing Software emails or posts them out to the customer from within Microsoft Dynamics 365 CRM.
5. Payment Processing (optional)
An upgrade is available that enables credit/debit card payment handling or direct debit processing.
6. Connect to your accounts package (optional)
An upgrade is available that connects all billing data into your accounts system. We currently offer a connector for Sage 50 and for Xero (connectors for Sage 200 and other accounting packages are available on consultancy basis).
Watch the Video
The video below is a short demonstration of our billing functionality for Microsoft Dynamics 365 CRM integrated with Sage 50.