Search Again: Re: Import/startup things From: Shawn Hogan Date: Saturday, January 2, 1999 Time: 3:18:46 pm David Day wrote: >Hello Shawn - OK, so we are only beginning this process, so please excuse >the RTFM stuff (and lemmeno when that applies ;-) ) > >1) After importing our prior (home-grown) db, including a carry-over >balance, I expected to see those prior balances added to the charges billed >against my credit card customers on the current batch billing ( I set the >expiration dates accordingly, assuming that the accounts would be brought >current). I don't see those amounts anywhere except in open invoices >generated for each respective account. How do I get those amounts billed?? >Note, I am using "billing" rather than invoicing, as I expect to use >MacAuthorize to process these amounts... Click the Bill CC/Bank Debit button on the main menu. That will attempt to bill the accounts that owe you money. It bases it off the customer's expiration date and account type. (Go to Accounts Preferences to make sure the account types that your customers are classified as have the proper invoice date threshhold set. >2) For some accounts, I did not enter a carry-over balance, but simply set >their expiration date (during import) to the last day they have paid up (in >some cases, three cycles back). Will OG process these? I don't see them on >the list to be processed for the next billing batch.... They will need an invoice generated first (click the generate invoices button on the main menu). >3) I have entered and "approved" from the pending list, a new credit card >customer. When I launch the billing script, I don't find the new customer >on the list to be processed....???? Is there a link with the server entry >stuff that is needed before the billing is considered "ready"? Nope... Check to see if you have an invoice created for them. (You cannot bill a credit card for zero dollars). - Shawn ------------------------------- Shawn D. Hogan President, Data Point Solutions http://www.data-point.com (619) 452-3696 ICQ: 8319647

Messages In This Thread: Import/startup things by David Day on Jan 2, 1999 at 1:22:01 pm Re: Import/startup things by Shawn Hogan on Jan 2, 1999 at 3:18:46 pm Re: Import/startup things by David Day on Jan 3, 1999 at 9:44:55 am Re: Import/startup things by Shawn Hogan on Jan 3, 1999 at 12:55:28 pm