Search Again: Re: auto closing invoices From: Teresa Walters Date: Monday, July 5, 1999 Time: 2:38:17 pm Kitt- This may not solve your problem totally, but...... we set our preferences so that OG will not suspend an account with a balance of less than $6. With us it is an issue of a $5.40 reconnect fee. The $6 gives a little leeway and most people do end up paying it off a month or so down the line. Teresa Kitt Diebold wrote: > Hi Shawn (et al) > > We're running into an occasional problem with the auto-closing of invoices > after a customer pays. > > Let's say we send out the invoice on July 5. It's due August 1st. On August > 2nd, it's late and we assess a $2.50 late fee and invoice the customer. > > On August 3rd, the customer's payment arrives for the original amount, not > including the late fee. No problem, the invoice for service is closed. The > next month, we invoice the customer and they pay, but they 'forget' to pay > for the late fee from the previous month. Optigold closes the late fee > invoice, but not the service invoice. 15 days later, the customer's account > get put on hold because they have an invoice for a month of service that is > open. > > While getting customers to pay the late fee is another discussion, I'd > prefer if Optigold could do some 'smart' closing of invoices if, say, the > amount paid doesn't match the first open invoice, but it matches the second > one then it can close the second one OR the late fee balance (that it > compares to the minimums in the preferences to hold an account) is invoices > vs. payments rather than open invoices. Of course, I'd be open to other > ideas... > > Thanks. Ideas? Comments? > > -Kitt > > Connecticom, Inc. > Internet Services for Business > 716 546-3510 > Fax 546-5079 > mailto:kitt@connecticom.com > http://www.connecticom.com > > [ pgp key available upon request ] > > ------------------------------------------- > To subscribe, unsubscribe and list archive > please visit http://www.optigold.com/lists > ------------------------------------------- ------------------------------------------- To subscribe, unsubscribe and list archive please visit http://www.optigold.com/lists -------------------------------------------

Messages In This Thread: auto closing invoices by Kitt Diebold on Jul 5, 1999 at 2:28:04 pm Re: auto closing invoices by Teresa Walters on Jul 5, 1999 at 2:38:17 pm Re: auto closing invoices by Kitt Diebold on Jul 5, 1999 at 2:58:43 pm Re: auto closing invoices by Shawn Hogan on Jul 5, 1999 at 3:39:15 pm