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ease
features
design
support

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Description

For automating subscriptions, recurring bills and tax calculations within Dynamics 365 CRM, Subscription and Recurring Billing Management was designed for subscription-based businesses. It handles the billing and allows organizations to focus on the expansion and growth of their business. It is a time-saving tool that ensures accuracy and efficiency. It eliminates billing bottlenecks, making it easy to manage subscriptions. Features: Plans & Add-Ons: Define and introduce multiple pricing plans and add-ons for the customers to choose from. Multiple Pricing Models: Supports a variety of pricing models to ensure a smooth billing process for all subscription-based businesses. Subscription Schedules: Create detailed framework of what, when & how much should be billed to customers. Proration: Calculate subscription charges for products on pro-rata basis. Revenue Analysis: Indicate business health through detailed reporting of important metrics - MRR, ARR, ARPU, Churn Rate, CLTV, etc. Delayed Charge Schedules: Set up Delayed Charge Schedules for penalty calculation on overdue invoices. Margin Schedules: Set up Margin Schedule to assign details of the margin offered to the partners.

Description

Transform your subscription service with a top-tier solution designed for efficient monetization and management. Current systems might be hindering your progress, leaving finance departments overwhelmed with spreadsheets and developers facing delays. Zuora simplifies subscription management, allowing you to swiftly adapt to evolving go-to-market strategies on a unified platform. Accelerate billing processes for high volumes of invoices while maintaining precision and accuracy. Organize customers into groups and establish automated billing schedules tailored to each group’s needs. Each time a customer alters their subscription—whether through upgrades, downgrades, or other changes—billing is inevitably affected. With the Rating Engine from the Zuora Central Platform, these prorations and calculations are automatically managed, preventing bottlenecks in your workflow. Additionally, leverage Zuora’s tax engine or connect with a third-party tax solution to ensure real-time tax calculations for every invoice processed, enhancing your operational efficiency even further. This integrated approach not only streamlines your billing operations but also improves customer satisfaction by ensuring accurate and timely invoicing.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

5X
AI Squared
CorralData
Desktop.com
Faraday
Freedom Merchants
Kayako
Magento Business Intelligence
Matillion
MuleSoft Anypoint Platform
Nango
PayPal
Product Marketing Alliance
SaaSync
Salesforce Data 360
Skypoint AI Platform
StarfishETL
Valuein
WorkRails
Xplenty

Integrations

5X
AI Squared
CorralData
Desktop.com
Faraday
Freedom Merchants
Kayako
Magento Business Intelligence
Matillion
MuleSoft Anypoint Platform
Nango
PayPal
Product Marketing Alliance
SaaSync
Salesforce Data 360
Skypoint AI Platform
StarfishETL
Valuein
WorkRails
Xplenty

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Zuora

Founded

2007

Country

United States

Website

www.zuora.com

Product Features

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Recurring Billing

Customer Portal
Deferred Billing
Discount Management
Dunning Management
Invoice History
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

Alternatives

Alternatives

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