Search Again: invoicing setup charges From: Dave Tanguay Date: Friday, July 3, 1998 Time: 12:54:22 am Hi, Here's a scenario... I have a reseller for me called urs.net So his account type is RESELLER. The accounts he signs up are the SLAVES. I bill all my resellers monthly to keep things organized. When I am entering slaves into the database, how do I add a setup charge for the slave? I can enter a billing cycle amount which will link to the RESELLER account, but I do not want a setup charge to be billed every period. So let's say a month goes by and he wants to add a POP account to a SLAVE account. We charge a one-time setup for a POP account. How can I add this $10 setup fee for the SLAVE's additional POP account? I can go to the Billing Cycle screen on a slave account and add a "Setup Charge" through there, it continues to bill that amount every billing period. I checked under my PREFERENCES and yes the box is checked for "one-time fee" for the setup charges. Am I doing something wrong? Also, it would be cool if you could view the "billing cycle amount" when looking at a SLAVE account. The billing cycle amount for the SLAVE only shows up on the RESELLER's Billing Cycle screen. Also, in order to add a "setup charge" or "one-time fee" to an account you have to invoice that amount, if I am not mistaken. Sometimes you don't want to send an invoice just for a $10 POP account that will only be billed one-time. It would be nice if I could add a setup charge, but it did not create an invoice for it quite yet, instead it would add the setup charge (including description) to the next generated invoice. Kinda like when you add a "billing cycle charge". When you add a billing cycle charge, it does not invoice the account right away, instead it waits till the next EXP DATE. So, if I had a customer paying $18.95/mo every 20th of the month, and he signed up an additional POP account ($10 one-time) on the 18th of the month. It wouldn't be right to send a $10 invoice on the tenth and then on the 18th send an invoice for $18.95 on the 20th. Just add the $10 to the total due the next billing period and send one invoice. This would cause less confusion on the customer's end. They get one invoice for one total every month/period. Hope I don't sound confusing? But you would want to send an invoice right away for some charges. For example... I had a customer who was billed annually and then in the middle of the year signed up 60 additonal POP accounts. I wouldn't want to wait 6 more months (his next billing period) for the $600 he owes for the POP accounts It would be helpful if I could select if I wanted a setup charge invoiced right away -or- if I could select that the "setup charge" amount would be included the next time the account is invoiced. I glad that's over......I gotta get to bed. Thanks for your help :) -Dave

Messages In This Thread: invoicing setup charges by Dave Tanguay on Jul 3, 1998 at 12:54:22 am