Due dates and invoices

[codemaster2008]

Hi;

 

I have two questions related to the monthly invoices and due dates:

 

a) Let's say i have an user account which is due on the 20th of each month and the user now want his due date changed to the 25th of each month, how can i handle that?

 

b) If an user needs starts receiving overdue reminders and need more time to pay an invoice, i can go ahead and change the due date for that given invoice.

 

But how the system will respond to that? It will stop sending the reminders and start again from the first reminder when the new due date is reached? Also, will it affect the due date for the coming invoices?

[D-Litz]

A) Admin > Clients > Client Name > Products/Services

 

Left side look for > Next Due Date (Needs to be a Recurring Product/Service to see it) You can change the next due date if needed.

 

B) Admin > Clients > Client Name > Products/Services

 

Look all the way to the bottom of the page. You'll see the Override Automatic Suspension with a small box to place a check mark in. Placing a check mark in the box displays a box with a small calendar next to it. Enter a date to prevent the account from being suspended for non payment.

 

You can also look at the clients Profile tab and along the lower left choose any number of additional resources like Don't Apply Late Fees, Don't Send Overdue Emails and Don't Apply Tax to Invoices.

 

Also, some of these functions will not work if you do not have them setup under

 

Admin > Setup > General > Invoices

 

and

 

Admin > Setup > Automation Settings

 

Hope that helps.

[codemaster2008]

A) Admin > Clients > Client Name > Products/Services

Left side look for > Next Due Date (Needs to be a Recurring Product/Service to see it) You can change the next due date if needed.

 

Thanks a lot. The "Override Automatic Suspension (until...)" is exactly what i need.

Regarding to the due date, let's say it's feb-25-2010 and I change it to something like "feb-28-2010", after that, it will automatically charge the account on the 28th of each month?

[D-Litz]

Thanks a lot. The "Override Automatic Suspension (until...)" is exactly what i need.

Regarding to the due date, let's say it's feb-25-2010 and I change it to something like "feb-28-2010", after that, it will automatically charge the account on the 28th of each month?

 

Yes, that will be the new reoccurring due date if you change it.

[codemaster2008]

Thanks a lot!

[weba]

Some of my customers have two weeks more to pay the invoice.

 

So I plan to make a hook on InvoiceCreated.

In the hook I will add 2 weeks to the due date.

 

If not in a clientgroup where auto-suspend is off then I also add two weeks to the due date.