Split Customer Ledger Entries

  • Updated on Nov 29, 2024
  • Published on Aug 21, 2024
  • 1 minute(s) read
  • Mark Fugett
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Released Version: 21st June 2024 (Build 24.1)

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.

Sales & Receivables Setup

There are necessary setup steps in order to be able to utilise this feature, found within Sales & Receivables under the Split Entries fast tab. (See image below)

Feature Description

EliteParks & EliteMarinas can create periodic invoices as one single invoice that is posted to the customer ledger. For parks that offer the option to pay via direct debit, the split Customer Ledger Entries feature allows that invoice to be split over any number of periods and therefore direct debit collections be created for that single invoice with staggered due dates. This process can be run against a single invoice or in bulk using Register Customer Payments view.

Setup Requirement:

You must also make sure that the customer is enabled to ‘Allow Split of Cust. Ledger Entries, this is in the Payment section on the customer card.

Business Uses

  • The feature allows parks that offer direct debit as a payment method to generate direct debit collections for periodic invoicing raised within EliteParks.

  • With flexible options for how to administer this, a business can create these entries on an individual basis via the customer card or in bulk via Register Customer Payments.

  • The park has the flexibility to offer direct debit options after the periodic invoicing has been run.