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Re: Streamline OG

From: William Elliott
Date: Monday, March 3, 2003
Time: 7:02:14 am

At 9:54 PM -0500 3/2/03, Steve Lok wrote:
>William,
>
>Thanks so much for your response. It sounds like we are in a similar
>situation that you were in. I need to confer with the people who are
>running the accounting day-to-day and ask them what they would prefer.
>When you have quarterly/annual billing clients, do you bill them for 3x
>a product or 12x a product as their billing length, so that you have all
>your products set up as i.e. X service for $100 a month? How do you make
>OG recognize that they are a quarterly/annual client?

You can either set up all your products to relate to the length of
service and then enter a quantity of 1 in the billing cycle items.

Product:
Quarterly web hosting $90 qty 1 3months credit
Annual web hosting $360 qty 1 12months credit


But what we do is set up most products to be monthly and then set up
the appropriate quantity in the billing cycle entry.

Product:
Monthly web hosting #30 qty 1 1 month credit

Then in the client's billing cycle item, you put a quantity of 3 for
quarterly billing or 12 for annual billing.

I have seen it where some people set up a monthly product and then
put three of them in the billing cycle. i.e., three identical line
items each with a quantity of 1 rather then one line item with a
quantity of 3.

OG = very flexible


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