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Demonstration of Dynamics 365 Business Central Best Finance Software for Schools
Hello & welcome to this demonstration of Dynamics 365 Business Central – the best Finance Software for Schools, Colleges & Universities.
This video is a quick guide to managing school fee structures, family & student records, discount logic & invoicing – building on top of Business Central Finance, Accounting & other capabilities.
Finance Software for Schools leverages Business Central to streamline fee collection, enhance transparency & manage complex billing scenarios for families, including those with multiple children, separated parents & other relationships.
From the Finance for Schools menu users can enter the contact information for the family or the responsible person including preferred billing address & payment terms.
For each student in the family, add a new entry linking the Student Number to the Parent Customer Number with Relationship Type, supporting key details: enrollment status, grade & academic program.
The system references the student's grade & program to assign the appropriate fee structure template upon enrolment or change of academic profile.
Non-Inventory Items can be setup for each fee type: Base Tuition, Quarterly Fee, Extracurricular Activity Fee, Lab Fee, Registration Fee etc.
Users can assign each item to a category (Tuition Fees, Activity Fees) & use dimensions for further classification, analysis and reporting (Academic Year, Program Type).
Leverage the Subscription & Recurring Billing module to define templates for each billing period (monthly, quarterly, annually, per term).
The system supports fixed & tiered sibling discounts so the correct discount is automatically calculated & applied.
With student & fee records configured, the system uses the Recurring Billing module to generate Sales Invoices automatically for each billing cycle, itemizing all charges applying any discounts & scholarships.
Use Create Billing Proposal & Create Documents in the Recurring Billing page to generate invoices for hundreds or thousands of students in one batch – drastically reducing manual effort & ensuring accuracy.
Posted Invoices can be previewed at any time.
Invoice documents can be formatted with required branding and re-printed.
Use Business Central's native integration with Microsoft 365 and Power Automate reminder features to send payment notifications.
For more information contact us today, David@d365.Global, WhatsApp +61 409 245 354 or visit the website www.d365Education.com
Better still, get it from Microsoft AppSource!
Видео Demonstration of Dynamics 365 Business Central Best Finance Software for Schools канала d365.Global
This video is a quick guide to managing school fee structures, family & student records, discount logic & invoicing – building on top of Business Central Finance, Accounting & other capabilities.
Finance Software for Schools leverages Business Central to streamline fee collection, enhance transparency & manage complex billing scenarios for families, including those with multiple children, separated parents & other relationships.
From the Finance for Schools menu users can enter the contact information for the family or the responsible person including preferred billing address & payment terms.
For each student in the family, add a new entry linking the Student Number to the Parent Customer Number with Relationship Type, supporting key details: enrollment status, grade & academic program.
The system references the student's grade & program to assign the appropriate fee structure template upon enrolment or change of academic profile.
Non-Inventory Items can be setup for each fee type: Base Tuition, Quarterly Fee, Extracurricular Activity Fee, Lab Fee, Registration Fee etc.
Users can assign each item to a category (Tuition Fees, Activity Fees) & use dimensions for further classification, analysis and reporting (Academic Year, Program Type).
Leverage the Subscription & Recurring Billing module to define templates for each billing period (monthly, quarterly, annually, per term).
The system supports fixed & tiered sibling discounts so the correct discount is automatically calculated & applied.
With student & fee records configured, the system uses the Recurring Billing module to generate Sales Invoices automatically for each billing cycle, itemizing all charges applying any discounts & scholarships.
Use Create Billing Proposal & Create Documents in the Recurring Billing page to generate invoices for hundreds or thousands of students in one batch – drastically reducing manual effort & ensuring accuracy.
Posted Invoices can be previewed at any time.
Invoice documents can be formatted with required branding and re-printed.
Use Business Central's native integration with Microsoft 365 and Power Automate reminder features to send payment notifications.
For more information contact us today, David@d365.Global, WhatsApp +61 409 245 354 or visit the website www.d365Education.com
Better still, get it from Microsoft AppSource!
Видео Demonstration of Dynamics 365 Business Central Best Finance Software for Schools канала d365.Global
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10 мая 2026 г. 4:31:29
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