AL Finance allows you to know the outstanding transactions for a costumer, to change the payment conditions on already issued invoices and to delete, or modify, registered documents.

How to use AL Finance

From the customer records click on the Financial Cust. Entries‚Äč button and access the overview of the outstanding transactions for that specific client.

How to update payment terms of registered invoices

You can also update the payment conditions of already issued invoices. Enter the registered document you want to modify and press Update payment conditions, from the Home section.

Select the new payment terms from the Payment condition code field, new accounting record lines will be generated according to the chosen code. Such lines can be modified manually and divide the invoice sum total by the set conditions. It is utterly important that the values of the payments due and the sum total match exactly to the cent. 

For example, if the invoice sum total is 1000, it can be divided into 3 installments of 333.33... But 333.33 multiplied by 3 installments makes 999.99, hence, the payment plan does not correspond to the sum total of the invoice. Therefore, make sure to fix the payment values so that the sum total is exactly 1000; you can opt for 2 installments of 333.33 and 1 of 333.34 or you can change the payment lines to 333, 333 and 334 respectively. 

Once the payment plan and the sum total are coherent, click on the Post button to save the new accounting records. Already registered payments will be written off.  

How to modify or delete already registered documents 

Warning: We recommend you use this function only for extremely serious mistakes, for all other circumstances we advise you to stick to the Business central standard. 

To prevent possible troubles this function is only available to enabled users. 

As a safety measure, only Super Users can give basic users permission to use this function, from the User setup page

If you are an enabled user, you can access the page Modify posted documents, click on Actions and select whether you want to modify a posted document or delete it completely. 

If you want to update a specific document, click on the suitable option and fill-in the fields you want to change (document number, date, etc.). As a second step, choose which sales invoice or registered document needs to be updated and press Ok. The app will overwrite the document and all its connections with the new information.

If you want to delete a document, click on the suitable option from the Action section on the Modify registered documents page and choose the invoice that needs to be deleted.