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Avi Freedman wrote:
Re: Importing customers (new subject)
From: Shawn Hogan
Date: Friday, January 8, 1999
Time: 8:35:58 pm
>So, nu, what's the new import file format?
>Or is the billing code field simply the last field in each line?
Simple last field (I just added it to the end of the format, so the old
format will still work fine).
>Yes, and/or make it show up on an e-mail invoice.
Sort of... the thing is, is that it tries to bill the credit card for the
balance due when the customer's expiration date comes up.
What I guess someone could do to do what you are doing is the following:
Set their billing cycle to whatever recurring charges you want to bill
them each month (or how ever often you want), then set their Termination
Date to whatever day you want it to stop billing them. Then it would
basically create an invoice when their time came near for their
back-payment, and then bill it. And continue that cycle until it hit
their termination date.
>Also, I assume you can do e-invoices and paper invoices both for some
>customers? (I should look at the docs for the answer to that question).
Yep... you can specify the default invoice type and language on the
Invoicing Preferences screen, but you can also override that setting on a
per customer basis on the customer's invoice screen.
- Shawn
-------------------------------
Shawn D. Hogan
President, Data Point Solutions
http://www.data-point.com
(619) 452-3696
ICQ: 8319647
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