Training
Certification
Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate - Certifications
Analyze and translate financial business requirements into processes and solutions that implement industry recommended practices.
Subscription billing – recurring contract billing
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Feb 28, 2022 |
Apr 29, 2022 |
Organizations often employ complex pricing and billing practices that can be difficult to manage. This feature allows greater control over billing per item and contract, lets you automate and evergreen renewals, enables flexible pricing models, and improves insight into recurring billing.
Flexible billing lets you consolidate invoices, which saves you time and lets you provide your customers with a complete and accurate invoice if there are multiple billing schedules.
Organizations typically use a variety of methods to invoice their customers. Being able to invoice based on consumption, meter readings, or usage lets your organization use Dynamics 365 Finance to support your specific business processes. Pricing can be adjusted based on the quantity to be invoiced.
Recurring billing and price management allows greater control with management of pricing and billing parameters at the line-item level. Contracts can be set up to have automated and evergreen renewals. The Monthly recurring revenue report provides insight into recurring billing, which can help you forecast more accurately.
You can consolidate invoices by the customer if there are multiple billing schedules. You can also consolidate multiple billing schedule lines into a single billing line.
Flexible pricing is critical to invoicing customers. Invoicing through subscription billing can be based on consumption, meter readings, or usage. For example, consumption can be entered manually or entered through entity import. Meter readings can be entered and used as the beginning reading for the next period. Invoices can be created based on usage with price tiers or pricing adjustments based on quantity to be invoiced.
Additional resources
Documentation
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Summary of TechTalk video that talks about managing revenue and expense deferrals for subscription billing in Dynamics 365 Finance with the Project management and accounting module.
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Summary of TechTalk video that talks about how a business can streamline financial operations by migrating from revenue recognition to subscription billing in Dynamics 365 Finance.
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Credit subscription transactions - Supply Chain Management | Dynamics 365
Learn how to credit subscription transactions, including a step-by-step process for crediting subscription transactions.