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Re: Billing Cycles

From: Kathryn Cooper
Date: Wednesday, November 5, 2003
Time: 8:07:39 am

Shawn,

Thanks for your help. This does work for new customers, however if I try to
batch process invoices as of the 31st of the month it still goes ahead and
generates an invoice for the coming month for all current customers. I'm
curious, when set to anniversery billing, why it would generate a new
invoice for customers whose expiration date is later than the date when I
tried to generate the invoice?

Thanks,
Kathryn

-----Original Message-----
From: isp-list@optigold.com [mailto:isp-list@optigold.com]On Behalf Of
Shawn Hogan
Sent: Sunday, November 02, 2003 9:40 PM
To: Optigold ISP List
Subject: Re: [Optigold ISP] Billing Cycles


Kathryn Cooper wrote:

> With Anniversery billing set to the first of the month, is there anyway to
> generate prorated invoices at the end of the month which will only
generate
> charges for the "arrears" for any new client that signed up over the
course
> of the month. Basically, I want to be able to generate invoices only for
> the distinct month. I do not want it to first bill in arrears, and then
> bill the next month in advance. I want the pro-rated arrears on a
seperate
> invoice.

When the system generates an invoice, is a prorate is needed, it will bring
it in line with whatever the customer needs (as far as how far out their
service should be). I suppose you could lower the "Months To Add To
Prorated Invoice" by 1 to do it though. As that would give them one month
less on the invoice than they normally would get. Then if you generate
invoices again later, they would be due for a normal monthly invoice.

- Shawn

----------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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