Deal Recurring Charges

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Released Version: 25.0

This article is useful for any environment operating on the above version or later.

Requirements

Requirement

Description

EliteParks or EliteMarinas

This feature requires you to have an environment with a licensed version of EliteParks/EliteMarinas on your tenant.

Dynamics 365 Business Central Essential Licence

A Dynamics 365 User licence is required to be able to use this feature, as well as the necessary permissions for the system.


Feature Description

With this release we’ve added functionality in the form of Deal Recurring Charges. This feature simplifies the management of recurring billings for deal records allowing you to store these charges against your plot or berth deals. It supports flexible invoicing with custom amounts, multiple charges per deal, and the option to combine charges into a single invoice. Recurring charges can be set for specific timeframes so that you can manage time based invoicing helping to streamline the billing processes with a wealth of posting options and customisation for your recurring charges.



Business Uses

  • This feature can help you automate recurring invoices for long-term deals and customise charges for individual deals to allow for complete management of this process.

  • You can choose to group multiple charges into one invoice for customer convenience, or produce invoices for each period in advance. Customers can manage subscription-like payments with defined time limits, with the charge detail line from the deal updating when the charge was last invoiced to prevent repeat/duplicate invoicing.