Alex,
Thanks for the response. I understand the need for having a detailed, documented procedure for answering support issues as they arise, however, either the interface is not intuitive enough for our staff or we are just not getting it.
The problem arises when we set up a service for a customer. Initially, we bill for internet service on the first invoice. Many times, however we need to port a phone number over to our telephone switch and will need to prorate the charges. This is when things get tricky. We need to match the recurring invoice date (Next Due Date) so that future recurring invoices will bill together. This doesn't work because the Next Due Date is not matching or the payment method is online gateway. Then the prorated invoice shows a date period which is not correct (they found a but), it is a month versus the prorated period for which we are trying to bill.
Then, the system doesn't seem to work utilizing double entry accounting procedures as when a credit is deleted, the customer's balance won't update. The credit needs to be removed (a different procedure).
Also, if a customer underpays an invoice the invoice shows paid even though a balance still exists on the invoice. We are constantly having to audit this against our accounting system to confirm balances are the same in both systems.
So, given the complexity of these issues, we are finding many invoices/accounts which need to be fixed every month.
The last issue occurred when WHMCS disconnected a customer in our Radius server due to a problem with the Next Due Date on the service.
Other problems occur when a customer wants to change their rate plan. It is a mess.
I am very concerned about how we continue to grow our business with the problems we continually encounter with WHMCS. The interface is pretty, but it seems some underlying code needs to be tweaked significantly to prevent these problems from showing up.
It is too bad that no phone support exists. They could follow us through the procedures we are following in real time and be engaged with our thought processes and maybe utilize those to develop a better product.
Thanks again for your reply!
Scott