Split Invoices Solution for Dynamics 365

Greater flexibility to easily spread costs for customers by invoicing the total price in multiple payments.

Adapt the Split Invoices Solution to meet your needs

Adaptable

Tailor payments terms to include as many line items as you need.

Work efficiently with the Split Invoices Solution for Dynamics 365

Efficient

Create default payment terms for specific requirements or organisations.

Complete invoice tasks quickly with the Split Invoices Solution for Dynamics 365

Quick

Save time by not having to manually split out invoices each time this is needed.

Video Transcript

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This solution is very useful when you don’t want to bill a single invoice with a single value upfront; it’s a way of you…

How it Works

This solution works on opportunities, quotes, orders, or any custom entities where there is a requirement to split payments.

Once a payment term and an anchor payment date are set, an option to “Create Split Invoices” will appear in the ribbon. When clicked, an automated process will run to create multiple invoice records in line with the defined terms and payment date. The complete invoice schedule will then be shown in a sub-grid on the main record.

Each Payment Terms record controls how the total payment shall be split. This will detail as many payment line items as required to define the appropriate percentage split of the total amount and the due date. For example, each payment line item can be set for immediate payment or due in a fixed number of days before, or after, the specified payment date. Alternatively, some line items can be set for manual terms enabling users to control when these invoices will be issued.

Split Invoices Solution for Microsoft Dynamics 365

Default payment terms can be set at organisation level. When applied to an account, these default terms will automatically be set whenever a new order, or other supported record type is created.

Use this solution to simply and easily create bespoke schedules that flexibly spread payments across multiple invoices in even, or weighted, amounts.

Pricing

The Split Invoices Solution for Dynamics 365 is free for Preact Managed Service clients.

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How to Deploy Split Invoices

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