- Navigate to Dynamics 365 àSales à either Accounts or Contacts
- Let’s see how Recurring Billing works on Contacts. Select a sample contact for example, Ramesh.
- From the Commands Option (…) click on Recurring Billing.
- A Recurring Billing window appears with several fields as shown below
Subscription Name: It is the name of the subscription.
Subscription Type: It refers to measurement unit of the duration namely, Days and Months.
Subscription Interval: It refers to period value for which this subscription billing has to be triggered (Ex: 3, 4).
Subscription Start Date: It refers to the starting date of the subscription on which the recurring billing will be applied based on the subscription interval selected.
Payment Amount: It refers to the Amount to be paid in the recurring bill cycle.
Total Occurrences: It refers to the no. of times a recurring billing is scheduled to happen.
Trial Period: In here, you can provide Trial Amount and Trial Occurrences.
Customer Information: In this field, you are required to provide the customer information including Customer Name, Email, Address, Credit Card, etc., for the recurring billing to be activated.
On submission of the above details, the recurring billing gets activated for a customer allowing businesses to get automatic payments for scheduled intervals.
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