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Invoicing Plan

Invoicing Plan

Create and manage customized payment plans in Microsoft Dynamics 365 Business Central.

Do you want to define an invoicing plan based on the agreements made with the customer? Would you like to post invoices in advance as the project progresses and post the closing invoice when you are done?

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EOS Solutions and KUMAVISION: certified competence for Microsoft Dynamics 365
Available on Microsoft AppSource

Resources

Download

Invoicing Plan Factsheet

Main benefits for the user

  • Time saving: you can quickly and easily define invoicing plans, rather than using the standard prepayment tool
  • Improved efficiency: you can track invoices as the project progresses
  • You create invoices using percentage or absolute amounts or both
  • Easy changes: invoices can be quickly modified if there are changes in sales order amounts

Features

The Invoicing Plan app for Microsoft Dynamics 365 Business Central helps the business to create and manage customized payment plans...

  • Invoicing Plan for Business Central: app features

    On the Invoicing Plan page, enter the data based on the agreements made with the customer

  • Invoicing Plan for Business Central: app features

    Create and post advanced payment invoices or any credit memos

  • Invoicing Plan for Business Central: app features

    In the end, create and post the Closing Invoice, which reports references to shipping, sales lines, and any reversals

Quick guide

Ready to go in a few steps with Invoicing Plan for Business Central:

  1. Define the Invoicing Plan parameters as agreed with the customer
  2. Keep track of the project progress invoices
  3. Post the Anticipated Payments Invoices
  4. Create the Closing Invoice when the project is finished

Prices are per customer and for 12 months

Pricing Options

The features of the Invoicing Plan app require a subscription. The subscription can be activated from Subscription control panel or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.

Go to Price List

Try now Invoicing Plan, app that allows you to create and manage customized payment plans in Dynamics 365 Business Central

Get it from Microsoft AppSource