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
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
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
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.
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
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.
Eventix Payments is licensed on a named
user basis. Every Eventix Payments user requires a Dynamics 365 user license which is purchased
separately. However, you only need Eventix Payments licenses for users of the Eventix Payments portion
of the system as opposed to all Dynamics 365 users. Users who only view data records in a form (read
only) do not require a license.
Eventix products can be licensed from
your Dynamics 365 partner. Please contact your partner for a price quote.
You can also
license Eventix product from us, if you prefer.