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Re: Newbie Questions

From: Shawn Hogan
Date: Thursday, April 1, 1999
Time: 6:58:17 pm

Planet Tours! wrote:

>I've never been successful at generating invoices from the Main Menu. I
>have about twelve accounts in Optigold. They are all 'current', all have
>the same billing cycle items which give 1 month 0 days, all set for
>either Email or Paper invoices, all have an Exp date of April 1st, 1999
>(is there anything I'm missing?). Now, if I go to main menu, click on
>'generate invoices', it generates invoices for the last two accounts,
>and I can't figure out what's different about those two accounts from
>the rest.
>
>I've been using Optigold ISP for the past 3 or 4 months, and have never
>figured this out. I must not have something set properly..?? [Optigold
>ISP v. 1.8.1]
>Any ideas?

Check the account types and that all account types used are
"Invoiceable". Also, make sure they have no invoices worth time credit
that are still open. (They wouldn't be due for another invoice until May
1st or so).

Okay... I'm looking at the code that builds the query for customers due
to invoice and it's as follows:

- Include all customers with expiration dates that fall within the
threshhold of their account type (check account preferences).
- Omit customers that are due to be terminated at the end of their last
term.
- If Pending accounts aren't invoiceable, omit them
- If On Hold accounts aren't invoiceable, omit them
- If Canceled accounts aren't invoiceable, omit them
- Omit comped accounts
- Omit accounts tagged for deletion


I would check the first thing I mentioned though... make sure they are
invoiceable account types, and if so, make sure they are within their
window or invoice time.

- Shawn

-------------------------------
Shawn D. Hogan
President, Data Point Solutions
http://www.data-point.com
(619) 452-3696
ICQ: 8319647


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