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Mike Oas wrote:
Re: Invoicing Questions
From: Shawn Hogan
Date: Sunday, January 10, 1999
Time: 11:54:00 am
>We're about ready to import our customers... Before I ask a few Qs, perhaps
>an idea of how we bill would help. Customer walks in the door, signs up for
>a monthly package and is billed from tomorrow until the end of the month
>up-front. He/she then surfs the following month and gets and invoice the
>day following that month. We then bill that month on the 5th. They surf
>that month and are again billed for it 5 days after that month. Quarterly,
>6 month and annual customers pay the remainder of the current month and then
>3/6/or 12 months of service respectively.
>
>Regarding expiration dates - should all the imported customers have an
>expiration date of 01/month/year so we can bill this way or does it matter?
>
>What would be the best way to import customers into the system considering
>our current billing practise?
It doesn't matter... A customer's expiration date should be the date they
have PAID for service up through. It sounds to me like you don't invoice
your customers on the first AFTER they have used the service (you are
probably the only ISP I know of that isn't pre-paid, but okay).
So, you can set it to invoice 30 days after they expire and bill 35 days
after they expire, and everything would work I guess...
>Should we force an expiration date for all new customers or change our
>billing practise accordingly. i.e. Is there an easier, more elegant way to
>bill in this environment.
Nope, just make sure their expiration date is the date they have paid for
service up through.
>Since all the customers have been billed and payed for their access on the
>5th of Jan for the month of December, is there any consideration to how they
>are added to Optigold? For example, will Optigold correlate a monthly
>package with the customer and when we run a billing on the 1st of Feb will
>the invoice cover the 1-31 Jan?
Correct. As long as their expiration date was 1/1/99. The import format
also has a new field (new to 1.8), in which you can import the customer's
product ID for their billing cycle. (It's was added as a single field
(product id) to the end of the old format).
>If a customer is NSF or pays in person and they don't pay by the 5th, how do
>I set up a letter to customer on that day (would it be 5 days after
>invoicing?).
Under your scheme, you could set it to send past due notices 36 days
after their expiration date.
- Shawn
-------------------------------
Shawn D. Hogan
President, Data Point Solutions
http://www.data-point.com
(619) 452-3696
ICQ: 8319647
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