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Re: Re: auto-invoice

From: Shawn Hogan
Date: Tuesday, March 7, 2000
Time: 2:16:05 pm

Tim Vest wrote:

>We have it set to automatically invoice new customer at signup, with a
>default billing cycle. When go to approve a new customer, it ask if want to
>add setup fee as well, if say yes, it overrides and deletes the line item
>for the billing cycle, and just adds the setup fee line item. Why is this?
>Is there a way to make it to both automatically at signup?

Actually that's *not* how it works by default... If you go to the
Invoicing Preference, set the "First Invoice Only Has Setup Fees" back to
'No'.

If you don't want a default billing cycle to be used, go to Accounts
Preferences and remove the "Default Billing Cycle Product" value.

- Shawn

-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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