 |  |
Alan Rader wrote:
Re: Due Dates
From: Shawn Hogan
Date: Tuesday, July 21, 1998
Time: 6:20:44 pm
>Okay in my account preferences I have this:
>
>Business 30 30 2 30 60
>Individual 20 20 2 30 60
>etc .............
>
>Lets say for business ABC their exp. date is 9/1/98. So from the settings
>above, will they get invoiced on 8/1/98 and payment is due by 9/1/98. Past
>due notices will go out 2 days after exp. date which would be 9/3/98. Then
>say on 10/1/98 they would get put on hold and then canceled on 11/1/98 if
>not payment has been received.
>
>Is they above correct? If not please lay it out with the numbers I have.
>Basically I want to give personal accounts 20 days to pay and business 30
>days.
You have it all right except for column 2. Set it to zero if you want
payments to be due on their expiration date.
>Then, how does the "Adjust Due Date Compared to Exp. Date" affect all this?
It doesn't. The adjustment is ONLY cosmetic on the invoice return stub.
>****************************************************************************
>********
>If all that is confusing, then here is what I want to do:
>
>I have gone through and entered all of our customer info. I have not
>created any invoices yet. I put everyones establish dates at 8/1/98, also
>I believe this makes their Exp. dates the same. I want to start invoicing
>our customers on 8/1/98. As above I want personal accounts due in 20 days
>and business in 30. Everyone will get billed on the first of every month.
>After this starts, new user will be prorated if they do not sign up on the
>first of a month.
Just keep in mind that a customer's expiration date is the date they have
paid up THROUGH. So if you want to invoice them on 8/1/98 and have
payment due on 9/1/98, their expiration date should be 9/1/98. If
everyone has an expiration date of 8/1/98, Optigold ISP is going to think
everyone needs an invoice NOW because payment is due on 8/1/98.
- Shawn
-------------------------------
Shawn D. Hogan
President, Data Point Solutions
http://www.data-point.com
(619) 452-3696
ICQ: 8319647
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