Business Central Integration
TekStack integrates invoices, customer updates, and revenue entries automatically.
How it works
TekStack generates subscription and service invoices from sales orders. When a prospect becomes a customer, TekStack sends the account information to Business Central so that the accounting team can setup posting groups and sales tax information. Once the new customer is setup, TekStack will send subscription invoice(s) to Business Central.
Subscription revenue information is generated in TekStack. This monthly recurring revenue is recognized in Business Central through a deferred revenue entry.
Sellers can see Invoice history and payment status from TekStack.
Best Practices delivered
Prescriptively
Automatically create new Customer records in Business Central
When a seller closes an opportunity with a new account, TekStack will create a new Customer record in Business Central. This reduces manual entry for accounting and ensures all the correct information is synced between the two systems.
Invoices are auto-generated and synced to Business Central
Once an invoice is required, it is automatically generated and synced to your Business Central
Invoice payment status is updated in TekStack
Once payment has been made, the invoice payment status is updated in TekStack
Billing contacts are synced between the two systems
Billing contacts are synced between both systems
Deferred Revenue entries are populated as revenue entries
Deferred Revenue entries are populated as revenue entries
Business Central Integration
As software companies grow, so does the need to automate key processes around invoicing and revenue recognition. TekStack’s integration to Microsoft’s leading accounting platform eliminates manual process, rekeying, and data-related issues.
With TekStack, your team will…
Build Funnel Quickly
Increase the top of funnel with integrated Marketing Automation and Outbound Sequences
Accelerate your Deals
Run a prescribed sales process that uses sales plays to accelerate deals, and track the deals that have stalled.
Increase Wins
Improve your win rate by doubling down in the areas you are most successful, and improving in the areas you are not.
Forecast with Precision
Partner with your finance team by providing them with accurate data-driven forecast
