Search Again: Re: Large amount of white space in fancy invoice From: Shawn Hogan Date: Tuesday, October 6, 1998 Time: 12:19:15 pm Raymond Hines III wrote: >Thanks for the explanation, Shawn. :) > >We do like what we see so far from the software. It's heady, man. > >We're starting to actually enter clients into the database, but >there's a bit of confusion regarding existing invoices, billing >cycles, etc. > >For instance, one client of ours has an outstanding invoice that will >be due soon for services since last February 22nd. Once that's taken >care of, we need to start quarterly billing for them. We also offer >discounts if they pay up front for a quarter, six months, or a year >in advance. They're going to pay quarterly, so we will need to apply >an 8% discount to their recurring billing portion of the invoice. > >So, our questions are: > >1) What's the best approach to integrating existing clients into the >software with existing billing cycles, etc.? Just make sure you set old customer's expiration date to what they have paid for service up through. If you do that, you should be all good. >2) Does the system support quarterly, six-month, and yearly billing >in addition to monthly? If so, how do we use this in cases other than >monthly as the software seems to be currently set up for? A customer's billing cycle is worth time credit (months and/or days). That is the cycle they are on. So you could even make a customer on a 2 month, 19 day billing cycle if you wanted. >3) How do we implement the above mentioned pre-payment discounts? The easiest way to do it would be to have a seperate product (with a different price) for the pre-paid accounts. Or if you want to get more complicated, you can create a negative line item in their billing cycle to reflect the discount. - Shawn ------------------------------- Shawn D. Hogan President, Data Point Solutions http://www.data-point.com (619) 452-3696 ICQ: 8319647

Messages In This Thread: Large amount of white space in fancy invoice by Raymond Hines III on Oct 6, 1998 at 10:51:12 am Re: Large amount of white space in fancy invoice by Shawn Hogan on Oct 6, 1998 at 11:03:29 am Re: Large amount of white space in fancy invoice by Raymond Hines III on Oct 6, 1998 at 11:26:14 am Re: Large amount of white space in fancy invoice by Shawn Hogan on Oct 6, 1998 at 11:37:13 am Re: Large amount of white space in fancy invoice by Raymond Hines III on Oct 6, 1998 at 12:06:52 pm Re: Large amount of white space in fancy invoice by Shawn Hogan on Oct 6, 1998 at 12:19:15 pm Re: Large amount of white space in fancy invoice by Raymond Hines III on Oct 6, 1998 at 2:31:04 pm Re: Large amount of white space in fancy invoice by Shawn Hogan on Oct 6, 1998 at 3:18:58 pm