Business Solutions for Dynamics 365 and Dynamics CRM
Eventix

Track your payments, invoice balances due, credit memos and refunds all in Microsoft Dynamics 365.

PaymentPicture

Available for Dynamics 365, CRM online and on-premises

 

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  • Overview

    Putting the power of Microsoft Dynamics CRM and Eventix CRM PaymentsPlus together means that you can now track all your Accounts, Contacts, Invoices, Payments, Credit Memos and Refunds inside of your CRM system.

    RAPID PAYMENT CREATION

     Using our payment wizard, you are able to enter payments received in a single process. Select the payment type (e.g. Check/Cheque, Credit Card, etc.) fill in a few details, select the invoices you want to apply it to and you are done. The payment record is created and the amounts you specified have been applied and the invoice balance due is updated.


    TRACK BALANCE DUE ON INVOICE

    Often times you receive a single payment that needs to be applied to multiple invoices. The payment wizard makes it easy to find and select the invoices with a balance due and apply all or part of a payment received.


    PROCESS CREDIT CARDS

    You can now capture credit card payments from within CRM. If you capture credit card information for processing at a later time, it is saved in a secure encrypted format. By adding an optional merchant processor link, you can connect to your credit card processor to approve and submit payment transactions. And, since it has already been approved, there is no need to save the credit card details.


    QUICKLY REVERSE INCORRECT INVOICES

    If a customer was billed incorrectly you may need to reverse the invoiced charges. Using the built-in invoice reversal feature, you are able to automatically create a credit memo based on the details of the invoice and apply the credit memo to the invoice. Also, any payment amounts that have been applied to the invoice are removed. This allows the payment to be applied to a new invoice or refunded, if necessary.


    MANAGE REFUND REQUESTS

    Sometimes it is necessary to refund money to a customer. Managing the refund request can be a cumbersome process. Not anymore. In CRM you, will be able enter a refund request, track its status, and apply any refunded amounts against a prior payment received.


    TRACK MARKETING KEY CODE RESULTS

    With all the money you spend on marketing, it sure would be great to know which efforts are paying off. What better way than being able to attach a campaign marketing key code to an in-voice? Each CRM campaign you create can have as many key codes as necessary.


    TRACK YOUR UNEARNED/EARNED REVENUE

    If you sell a unique service, membership or subscription that involves deferred revenue, you know the challenge that tracking the numbers presents. Eventix PaymentsPlus gives you the ability to add revenue recognition details to each invoice line item.
    BUILD ON OUR ADAPTABLE PAYMENTS MODULE Part of the strength of CRM is the ability to adapt it to your business needs. Customers and Micro-soft Partners using our payments module gain expanded core functionality, plus you can build customer specific solutions on top of it. Get a head start on your project and save a lot of valuable design and development time.
     

    Dynamics 365 Payments App Brochure
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  • Licensing