Split Invoices Solution for Dynamics 365
Greater flexibility to easily spread costs for customers by invoicing the total price in multiple payments.
Tailor payments terms to include as many line items as you need.
Create default payment terms for specific requirements or organisations.
Save time by not having to manually split out invoices each time this is needed.
Video Transcriptclose transcript
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.
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.
The Split Invoices Solution for Dynamics 365 is free for Preact Managed Service clients.
Browse more products in our Solutions Catalogue and discover what we are building next.
How to Deploy Split Invoices
Contact us today to find out more and deploy this solution