Introduction

Bill allows you to:

  1. Capture events from the Microsoft Dynamics 365 database and external systems.
  2. Track and apply a price to those events.
  3. Create an outbound or inbound invoice for accounts within the D365 platform.

An event is an action that can be tracked in the database and identified by querying the database, importing records, or using more advanced coding techniques to create an event.

Events (or transactions) include:

  • closing/shipping a container
  • picking a pallet
  • consuming raw material

Events are identified by an Entity field associated with an account. They are then evaluated and assigned a price.

Bill allows users to define how they want to aggregate the transactions (e.g., Should the customer be charged per transaction or per quantity? Should the customer receive a discount for the first five transactions or is there a maximum or minimum charge per pay period?).

It also allows users to define price books. Price books define charges that will be applied to the account and how frequently they will be charged. As a result, price books determine how the system is configured for querying transactions (e.g., if a client is to be charged X each time the business performs Y, the transaction coincides with the event in the database).

Feedback

Submit feedback.