bossman Posted August 3, 2010 Share Posted August 3, 2010 We are still in the process of migrating over to WHMCS. We've got many of the features working and set up properly.... so we think. I cannot find anywhere in the FAQ or How-To's that discusses opening balances. Is there a best practice for transitioning live and entering the customers packages and current balance? IE the customer is on Plan X but also has $35 owing from last month. Do we create some sort of invoice for the opening balance and then add their product/service to their account all on the first day of the month or??? If possible a specific example would be nice. This is one of those things we can't get wrong or it will be a mess. Thanks 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted August 4, 2010 WHMCS Support Manager Share Posted August 4, 2010 You can manually create an invoice by clicking the "Create Invoice" link on the client's summary tab. Then use the options tab to set the invoice and due dates as appropriate. 0 Quote Link to comment Share on other sites More sharing options...
bossman Posted August 4, 2010 Author Share Posted August 4, 2010 Thanks John, Just to clarify, you are suggesting creating a one time invoice for the opening balance and then adjusting the invoice date and due date as needed. Then we would add their monthly recurring package to the account by adding a new order for the appropriate product/service? 0 Quote Link to comment Share on other sites More sharing options...
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