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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.
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Let sales people work with customers to review various
payment plans in CRM.
Find the plan that fits their budget!
Help finance them..
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Create scheduled payments in CRM.
Have everyone on the same page about when payments are due.
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Track collection activities in CRM;
Phone calls, emails, appointments, conversations.
Share within your organization.
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Create acceptable payment methods and payment options within CRM.
Take payments or give credits on sales invoices and scheduled payments in CRM.
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Maintain up to date customer balances and aging in CRM.
Use credit limit and credit hold features if overdue.
Payment Plans for Dynamics 365 Sales
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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
Working Remotely?
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