ReBilS - Recurring Billing Scheduler

ReBilS is an extension for Microsoft Dynamics 365 Business Central that helps generate recurring bills. With ReBilS, you can easily handle the contracts of your customers and their end-users in your ERP system. The integration with BC allows storing all necessary data of your partners in one platform and also creating statistics and reports by monitoring all the financial movements in one place.

 

The Add-on is mostly suitable for those small and medium-sized companies that operate with the following tasks:

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 require periodic invoicing

ReBilS capabilities

Central registry for agreements from which invoices can be generated. Contracts should be created when we 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. Each end-user must be connected to a customer but not all customers need an end-user. It is also possible to move an end-user from 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 may influence the unit price. According to 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 item card of the license. The add-on calculates the maintenance value from the price set for the license or from the unique sales price defined by you.

The ’Create Invoices’ function creates invoices for you. It is possible to create orders in large quantities or to merge different contracts into one invoice if different conditions are met (Customer No., Dates, currency, etc.) with the ’Combine Invoices’ function.

With the ‘Post and Send’ or ‘Send by E-mail’ functions the system automatically sends the invoice to the e-mail address defined 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 a report that helps in forecasting the 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, select the Vendor No. in the contract line. It automatically shows if the Vendor is selected on the item card, but it can be changed in any case in the contract lines. After posting the sales invoice, the system automatically creates a purchase order and posts it as shipped. When the purchase invoice arrives, create a new purchase invoice header and get the related receipt lines with the ’Get receipt lines’ function.

Just as in case of reminders, you can define 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. Comments can be created 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

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