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We are glad to share this news with our community friends that we have recently acquired three value added apps from Rockton Software that will assist in the billing and tax calculation for Dynamics 365. As you know, accounting within Dynamics 365 CRM is something that organizations have been craving for since long and thus with the acquisition of these apps automating recurring billing and subscription in Dynamics 365 CRM will be made possible and thus enabling our Partners to improve productivity and offer end-to-end solutions for their clients.
The motto behind acquisition of these apps was to provide complete accounting and billing solutions to sales and service industries under the header of our organization. We were already offering accounting services to the industries with QuickBooks integration, however, these three apps can also perform standalone using custom entities to record transactions. The apps acquired by us are – Software Management, Tax Processing and Recurring Billing.
Let’s delve deep and understand how these apps function to improve Dynamics 365 productivity:
It was developed keeping specifically VARs in consideration. This apps manages software billing and license management and also works for any organization that tracks monthly billing. It also offers flexible billing schedules, payment reminders and penalty calculation. Apart from this, it also helps in automated invoice generation at the click of a button. Also, it helps in sending invoices to entire Accounts Payable team or a single contact.
As Dynamics 365 users always crave for a feature to calculate tax within CRM, Tax Processing has been developed to calculate taxes right within CRM. This automation of tax calculation enables calculating taxes whenever a new quote/order/invoice is created. Taxes with Tax Processing can either be manually or with AvaTax from Avalara. This eliminates the manual calculation of tax and ensures accuracy while calculating taxes.
With Recurring Billing Manager the process of billing can be automated with support for creating billing on daily, monthly and annual billing plans. Invoices are automatically calculated for billing plans and overdue for invoices are created along with penalty for unpaid invoices. With flexible and automatic billing schedules, the task of billing is streamlined and made easy for the users.
Thus you have seen how with the help of these apps we will be able to incorporate accounting and billing in our CRM. With these apps the users can act more freely without the stress of calculating taxes manually, scheduling bills at intervals or generating invoices/penalty.
So it’s now time to get going quickly. Download the apps for a free trial of 15 days from the links mentioned above or email us at firstname.lastname@example.org for a quick demo.