Recurring Sales Order
and Invoice Generator - Order Management Solution
for Dynamics 365 Online & On-premise. Compatible with Dynamics CRM 2016 | 2013 | 2011
The Automated Sales Order Generator enables you to create, track and
manage the recurring sales orders and invoices seamlessly. It completely
automates the recurring order management process. It also incorporates a
tiered-price selection process, where the pricing is determined based on the
customer plan (for e.g. Gold Service Plan), Payment frequency and Price
It saves you time, money and the headaches!.
Generate Quotes, Orders and Invoices on a periodic basis (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 is associated to the account and contacts
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
and we offer this as a default payment gateway.
Other payment gateway options including paypal, 2Checkout, FirstDate can be
tailored into our solutions.