Order To Cash Bundle

Built by BR One consultants who implement D365 for a living, using the standard out-of-the-box interface. Issue it as-is, or take the editable version and make it yours. Perpetual licence, unlimited users across your organisation and three downloads per file, per purchase. 

Choose your type

• Read-only (PDF) branded, print-ready, hand it to users as it comes
• Editable (Word) rebrand it, add your company's screenshots, adapt the wording to your terminology

What's included

• Customer Accounts - Create a Customer Account
• Sales Order Management - Create a Sales Order
  
• Sales Order Management - Confirm a Sales Order
  
• Sales Order Management - Post a Delivery Note (Packing Slip)
  
• Customer Invoicing - Create a Free Text Invoices in Purchase Ledger
  
• Customer Invoicing - Manage Pending Invoices in Purchase Ledger
  
• Customer Payments and Settlement - Create and Post a Customer Payment Journal
  
• Customer Payments and Settlement - Settle Transactions in a Customer Payment Journal
  
• Reporting and Enquiries - Generate a Transaction Report for a Customer Account
  
• Customer Accounts - Create a Customer Account
  
• Credit Management - Place a Customer Account on Hold
  
• Credit Management - Set Customer Credit Limit and Payment Details
  
• Credit Management - Create a Credit Limit Adjustment for a Customer
  
• Customer Payments and Settlement - Create a Customer Payment On Account
  
• Customer Payments and Settlement - Process a Customer Credit Balance Refund
  
• Customer Payments and Settlement - Create and Post a Customer Payment Journal
  
• Customer Payments and Settlement - Settle Transactions in a Customer Payment Journal
  
• Collections Management - Set Up a Collection Agent
  
• Collections Management - Generate and Post Dunning Letters
• Collections Management - Cancel a Dunning Letter
  
• Cases and Disputes - Create a Collections Case
  
• Cases and Disputes - Close a Collections Case
  
• Cases and Disputes - Reporting a Dispute
  
• Customer Activities - Create and Manage Customer Activities
  
• Customer Communications - Print a Customer Invoice
  
• Inquiries and Reports - View Customer Transactions
  
• Inquiries and Reports - View and Filter Customer Transactions
  
• Inquiries and Reports - View Customer Aged Balances
  
• Inquiries and Reports - Run a Customer Ageing Report

Prices exclude VAT. Purchase order accepted.