Billing is a mess - billed for October on Sept. 1.

[bossman]

Ok... first off, I'm sure this is a config problem on our side.

 

We planned on having our first billing run September 1, 2010. The morning of we started adding all of our customer packages. The billing routine ran that night ad everyone got bills showing

October service dates.

 

Package xyz (10/01/2010 - 10/31/2010)

 

Under Automation Settings - Billing Settings

 

Invoice Generation Enter the number of days before the due payment date to generate invoices - 30

 

We want to bill on the first of the month for THAT month`s bills. I had read the above as if I wanted the bill due on the 30th of September, I would bill 30 days prior IE the 1st of September and it would all be good. Now I`m not sure what is going on.

 

The package is set as follows:

 

Prorata Billing X Tick this box to enable

Prorata Date 1 Enter the day of the month you want to charge on

Charge Next Month 25 Enter the day of the month after which point the following month will also be charged for with the first payment

 

Can anyone tell us what these SHOULD be and also how to undo over 500 invoices that have been sent out so it can be corrected for the September month of servicesÉ

 

It is possible we have other areas are messed up as well.

 

Thanks in advance.

[WHMCS John]

What is the Next Due Date of the product? If you wanted the invoice due on the 30th September then you'd need to set the Next Due Date to that date and that would be all that's needed.

[othellotech]

Invoice Generation Enter the number of days before the due payment date to generate invoices - 30

So you've told the system to generate invoices *due* on 1st October 30 days earlier (i.e. 1st September)

 

So it appears to have done exactly what you asked

[bossman]

Thanks for the replies.

 

John, Well, we are on a monthly cycle so the bills are due at the end of each month. The problem is the way it showed up in the invoices... "(10/01/2010 - 10/31/2010)". This shows that we billed for October services. Actually, I've just looked at about 10 uesrs and it looks like the system DID bill for September and then October.

 

Yes Othellotech... I DID get what I asked for. I just didn't realize THAT was what I was asking for. Like many things, there is more than one way to read the parameters. The catch in is *due*

 

Being new to WHMCS should I assume that nothing will get double billed if I change the settings?

 

What we WANT in plain English is to send a bill on the 1st or even the 6th of each month and give the customer 25 days before it becomes PAST DUE. Then at 45 days suspend their services. Of course if we have a Credit Card on file, we will charge it. Can I get some coaching on how to make this happen?

[WHMCS John]

So you'd ensure the Next Due Date for the products are set to the 1st of the 6th of the month as appropriate. This means the invoice will be due on this date and the card on file will be charged, and after this date will be considered past due.

 

Then set Setup > Automation Settings > Invoice Generation to 25. This will cause the invoice to be generated 25 days before the Next Due Date.

 

Finally set Suspend Days to 45.

[bossman]

Thanks John. I appreciate it.

 

I have to say that despite a few challenges, we are very happy with the product.