More than just Billing

Dynamics Billing is a robust billing solution capable of handling any billing requirement that brings benefits to all business areas.

The Dynamics Billing Process

Dynamics Billing gives you complete control over each step in the billing process.

your product catalog

your pricing rules

Sales builds and generates quotes

capture operational events

event-based rating and charging instantaneously

invoice generation and collection tracking

best-in-class customer service

inquiry

Product Catalog

  • Create, store, and modify any type of product or service offering with ease
     

  • Implement Product Hierarchies with no lineage limitations
     

  • Synchronize with your existing product catalog 
     

  • Assign attributes to  create unique charging factors for each product

Solution 

Components

Product Catalog

  • Create, store, and modify any type of product or service offering with ease
     

  • Implement Product Hierarchies with no lineage limitations
     

  • Synchronize with your existing product catalog 
     

  • Assign attributes to  create unique charging factors for each product

Billing

  • Dynamics Billing is an Event-based Billing System that enables any type of billing model to be rated and charged for quickly and easily
     

  • Calculate charges for any level of complexity
     

  • Determine taxes using Dynamics Billing or Integrate with any 3rd party tax service
     

  • Integrate with transactional systems for event loading; or upload  from CSV files
     

  • Create separate bill cycles for certain accounts or system-wide
     

  • Supports multi-currency billing

Pricing

  • User-managed pricing control
     

  • Designed to handle all pricing models – subscription, usage based, one-time, and volume discounts
     

  • Create pricing hierarchies for each product with no limitations
     

  • Present multi-faceted pricing options for each product with an unlimited number of charge options

Customer Care

  • Capture all customer information in the Dynamics Billing Accounts module
     

  • Create Account Hierarchies to manage branches and subgroups with no lineage limitations
     

  • View summaries of customers in one place: aging info, attributes, sold products, billing summaries, invoices, payments, collections, & more 
     

  • Manage expiry dates on the fly

 

Invoicing

  • Invoices are auto-generated during billing and are viewable at any stage
     

  • Fully customizable invoice layout

     

  • International support - multicurrency and multilingual
     

  • Invoices can be open or balance forward
     

  • Numerous invoice functions available including hold, enhanced delivery process, invoice messages, usage adjustments, and minimum invoice auto-charge 
     

  • Create workflows to manage automatic email invoice delivery to clients 

Payments

& Adjustments

  • Import and enter payments 
     

  • View detailed payment summaries

 

  • Use the Batch Adjustment interface to enter multiple adjustments at once

     

  • Create Credit/Debit memos for adjustments
     

  • 3rd Party payment integration

 

Collections

  • View aging info, and overdue amounts by customer
     

  • Create different levels of automated collection actions for overdue accounts including invoice messages and workflows
     

  • Aging information reflected in ledger
     

  • Setup late payment charges to automatically be applied to future invoices

Accounting & Finance

  • Customize an organization-specific template that captures the data necessary for integration with the GL of choice
     

  • Handle payment and aging information per customer

 

Reporting

  • Create custom reports easily
     

  • Standard Reports included: bill period revenue, bill run errors, credit limit threshold, invoice taxes, purchase order threshold, unbilled usage, and un-invoiced transactions
     

  • Schedule the frequency of reports 

 

Dynamics Rule Builder

Everyone has unique requirements. We've designed a Rule Builder that enables you to create pricing models that are influenced by data from any entity within the Dynamics Billing solution.
 

  • Integrate seamlessly with 3rd party applications – payment processing, GL, taxation, and more
     

  • Customer portal Integration 

  • Define permissions at user and group levels
     

  • Track all changes made to records within system for auditing
     

  • Hosted in Microsoft Azure

 

Integration

Usability

Security

  • All billing information is centralized
     

  • Create complex pricing models through configuration – no coding required  
     

  • Common interface for all user types – sales marketing, operations, customer service

 

Industries

Dynamics Billing is Industry Agnostic

We use the term "Industry Agnostic" since our solution was designed for multiple industries. We have simplified billing into its core elements and developed a dynamic solution that fits any pricing model in any industry.

 

Below are some examples of how we can provide a unique solution to different industries.

Telecom

Finance

Secure Logistics

Utilities

Subscription Biling

"Finding a billing platform that is flexible enough to meet our needs yet easily configurable was quite challenging. After reviewing and comparing several options, we found that Omniware was the perfect fit."

Solution 

Benefits by Role

Unlock the potential in your business!

The word “billing” encapsulates much more than it once did. The benefits of a proper billing system will span your entire business, giving Sales, Marketing, Operations, and Customer care a tool that streamlines their processes. You will see a marked increase in efficiency as these four departments work on the same platform.

 

Every department is supported in their procedures and decisions. Marketing, for example, can see their entire "pricing toolkit". Understanding your tools - and having them neatly organized before you - gives you the freedom and confidence to build freely.

Empower your Sales Teams

  • Product and Pricing strategy

  • Quotes and History

  • Customer Details

  • Lead & Opportunity progress

Dynamics Billing turns Microsoft Dynamics CRM into your personal Sales Strategy Center. Win more business  through the easy management of:

Simplify Operations

No more workarounds or spreadsheets. Dynamics Billing will allow you to accommodate your evolving business strategy and the pricing/product changes it drives without headache or manual effort.

Your marketing team will treasure the freedom our platform provides to creatively define, launch, and manage pricing, promotions, and new products & services that are driven by market demands, not system limitations.

Attain Marketing Freedom 

Improve Customer Service

All the information you need is captured and made available to you - customer details, invoice details, product, and pricing information. Answer all the most common customer questions quickly and easily.