Search Again: Re: Import/startup things From: David Day Date: Sunday, January 3, 1999 Time: 9:44:55 am <snip> >>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). > Well, it appears that I had a fundamental misunderstanding: accounts must be invoiced first and THEN billed...I was operating under the assumption that the two were mutually exclusive, that invoicing referred to non-CC clients and billing referred to CC clients. Is my "new" understanding correct? If so, I will proceed to generate invoices and THEN do a billing to CC accounts.... Thanks again.

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