Push future invoicing

[dshurett]

How do I invoice for future months ahead of time. Lets say I have a customer that wants to pay their february bill in january. How can i force this bill to be run early?

[ckh]

They can always add funds to their account for the amount they wish to pay ahead. When the invoice is generated and funds are available to pay it in full, it is automatically processed.

[dkent]

Yes that is correct. If a client wishes to pay a future invoice early, you will need to ask the client to use the "Add Funds" option from within their client area. You would then simply let the February invoice run as normal and as soon as it has generated, the clients prepaid funds will be used. Quite easy really.

[WHMCS John]

http://wiki.whmcs.com/Products_Management#Invoicing_Early

[floyd]

I just had a client who had a bunch of past due invoices add funds to his account 2 days ago. Today none of the invoices had been credited and he still had the total amount available as a credit in his account. We are having to manually credit his invoices by going to the invoice and the credit tab and type in the account to credit for that invoice.

 

So what situation prevents automatic credit to invoices when the client has funds on account?

[WHMCS John]

Credit will automatically be applied to an invoice if the credit is present when the invoice is generated.

 

If the credit is added after the invoices is generated either an admin or the client will need to apply the credit to the invoice.

[floyd]

What is the reasoning for not having it apply to old invoices?

[GORF]

To let the customer decide what invoice(s) to apply credit to. They wouldn't necessarily want to pay all their past invoices.

[floyd]

The customer does not get to decide for themselves about future invoices to apply the credit to so why would they get to decide for themselves about past due invoices? Its seems logical that the credit would apply to the oldest invoice first.