Let the front office invoice the customer directly! More often than not, they know the customer and the service delivered the best. In the process you also save the money intended for an ERP system. Thanks to Invoicing add-on, you can now directly invoice and process reminders (dunnings) in Microsoft Dynamics CRM.

With a few mouse clicks you can create invoices with invoice header and invoice items based on the product catalogue of Microsoft Dynamics CRM.

The invoice can then be exported to Microsoft Word and by a single mouse click (if necessary, with a copy for accounting). Various invoice templates for different company units and/or users are also available, which can be automatically called or manually selected.

The add-on supports different VAT rates for various product groups as well as calculation of VAT rate depending on the location of the customer.

The user is assisted in Reminder Management (Dunning). Due dates are calculated automatically on the basis of payment terms stored by the customer as well as general or customer-specific goodwill periods. Separate views visualize the invoices of the user that are overdue and/or are to be sent reminders (dunned). In addition, the AddOn can notify defined users on overdue invoices using tasks or a specific DLL can be called.

The following options/additional add-on can be provided:

• Interfaces to accounts receivable programs (e.g. europa3000, Sage Sesam KMU, Sage Simultan ERP, Abacus, etc.) for master data, receipts and payments
• Automatic ISR calculation using AutoNumbering add-on
• Copy invoice templates, for instance, for periodic activities with CopySalesObjects add-on