ReBilS - Recurring Billing Scheduler

ReBilS is an extension for Microsoft Dynamics 365 Business Central that helps generating recurring bills. It gives the possibility to handle the contracts of your customers and their end-users in your ERP system. The integration with BC helps you to store all the necessary data of your partners in one platform and also gives you the possibility to create statistics and reports by monitoring all the financial movements at one place.

Recurring Billing Scheduler (ReBilS) logo in white and blue color

The Add-on is mostly suitable for those Small and Medium Sized companies that operate with the following tasks:

 

  • Subscription (any Kind)
  • Licensing (e.g. IT Service)
  • Maintenance (e.g. Repairs, Support)
  • Publishing (e.g. Newspapers)
  • Contractual reviews, qualifications (e.g. time-to-time Quality certification)
  • Contractual services (e.g. Cleaning)
  • Rentals (e.g. Subletting Real Estates)
  • General services that requires periodic invoicing

ReBilS capabilities

Central registry for agreements from which we would like to generate invoices. Contracts should be created when we would like to register an order from that we would like to bill more times in the future. Every contract has a unique identification code which can be set up in the No. Series.

You can connect your contracts to your customers in Business Central but it also gives you the possibility to create end-users in case your customers and end-users are different. Every end-user must be connected to a customer but not every customer needs an end-user. It is also possible to move an end-user to one customer to another.

Each billing frequency can be identified with a unique code and the length of the period must be identified with a date formula.

The length of the period could influence the unit price. According the Date Formula the system counts the sales prices proportionately. You can manually rewrite the calculated prices if it is necessary.

The item card has been completed with additional fields so you can connect your perpetual licenses with their maintenances. You only need to create item(s) for the maintenance and specify it in the additional field on the license’s item card. The add-on calculates the maintenance value from the price set up for the license or from the unique sales price given by you.

You can create sales invoices with the ’Create Invoices’ function. You can create orders massively and there is also a possibility to merge different contracts into one invoice if different conditions are met (Customer No., Dates, currency, etc.) and also the combine Invoices checkbox is selected in the contract header.

If you use the Post and Send or Send by E-mail function than the system automatically send the invoice to the e-mail address set up in the Billing Contact No. contact card.

The system creates a registry of the unposted invoices, posted invoices and posted contract lines. You can filter data for customers, end-users, items and period as well.

The extension has one report that helps you forecasting your revenues of your contracts. You can inquire detailed or cumulated data for a given future period in a desired monthly/weekly/daily view. Net sales income is calculated from the contract lines.

In case of recharging a vendor invoice you need to select the Vendor No. in the contract line. It automatically gives you a suggestion if the Vendor is selected on the item card but it can be changed in any case on the contract lines. After posting the sales invoice the system automatically creates a purchase order and posts it as shipped. When the purchase invoice came in you need to create a new purchase invoice header and get the related receipt lines with the ’Get receipt lines’ function.

Same like for reminders you can set up unique comments that will be visible on the invoice above or below the invoice lines. It can include the following information: Contract number, External Doc No., Your reference, End-user name and No., invoice period start and end. You can create comments in different languages.

Availability

ReBilS is availaible and supported for the following Business Central and NAV versions:


Microsoft Dynamics NAV/ 365 Business Central On-premise:

      • Microsoft Dynamics 365 Business Central On-Premise Perpetual
      • Microsoft Dynamics 365 Business Central On-Premise Subscriptio

Microsoft Dynamics 365 Business Central (SaaS):

  • Microsoft Dynamics 365 Business Central SaaS version 140 and above

Try it for free!

Download ReBilS from AppSource!

ReBilS - Roadmap

For more information

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