Payment Planz 365 App

NEW: Find it here on Microsoft Appsource

Stop managing your customer payment plans in spreadsheets and start using our integrated customer payment plan and balance solution for
Microsoft Dynamics 365 Customer Engagement(CRM Sales)

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Payment Plans

Offer payment plans for larger invoices!

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Payments

Take payments in CRM!

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Receivables

Track customer balances !

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graph, chart, growth


With these challenging economic times, its good to be flexible!
Help finance customers directly by creating payment options to ensure you get paid.

Great option for larger invoices ;
Ex: season ticket holders, annual insurance premiums, furniture, automotive, lease agreements, etc.

Payment Plans for Dynamics 365 Sales

APP MENU

Payment Plans app is inserted on left side of main Microsoft Dynamics CRM menu . Add the managed solution into default CRM and then navigate to Scheduled Payments UI App to start using.

Microsoft Dynamics 365 Sales Professional and Office 365

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