Split Invoices for Dynamics 365 Sales

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

Split Invoices Adaptable

Adaptable

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

Split Invoices Efficient

Efficient

Create default payment terms for specific requirements or organisations.

Split Invoices Quick

Quick

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

How Split Invoices 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.

Split Invoices Pricing

Split Invoices is one of many solutions that are available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user / month which provides full access to all the packaged products in Preact's Solutions Hub.

Further solutions which can be deployed using either of these subscriptions include:

Download Solutions Guide

Find out what the full range of Preact's add-on tools have to offer by downloading our Solutions Hub Guide.

Download now

Request Callback

Contact us today to find out more and deploy Split Invoices in your Dynamics 365 Sales environment.

By submitting this form, you agree to Preact's privacy policy and the processing of this data.