Skip to Content
0
Former Member
Oct 24, 2006 at 10:37 PM

Periodic billing in CRM

26 Views

Hi,

I would like your assistance on a billing topic in CRM.

System: CRM 5.0 and ECC6

Scenario:

- Customer calls to purchase service

- Once the price is given to the customer the customer decides not to purchase because it is too expensive to pay it upfront

- The agent offers the customer the option to pay monthly (periodic billing)

Situation:

- Would like to change the billing plan at the transaction level

Is there an option to change billing plan in CRM in the sales order?(In R/3 you can change billing plan in the transaction)

Assumption: Billing is done in R/3