Prorata Billing Annually Rather than Monthly?

[Zeon]

Hey guys,

I have an interesting situation here. I am installing WHMCS for the local business association who have a billing anniversary for all members on the 1st of April every year. The reason they do this is because the financial year is between the 1st of April and 31st of March here in New Zealand. Even if a member signs up half way through the period (e.g. November) they only subscribe to the 31st of March so its all within the one tax year.

 

Because of this, they are reluctant to use the normal annual billing function of WHMCS because of the customer signed up and paid for a years membership in November 2011 it would take them to November 2012 so half their annual fee would count for one tax year and the other half would count for the other.

 

I think if we could prorata the billing to the next 31st of March that this would solve the problem however prorata only seems to work monthly? Has anyone got any ideas?

 

The other option is for me to build a script to figure out how many days their subscription was active in a particular tax year e.g. 110/365 days and then multiply that by the membership fee to get how much of their fee covers that year.

[Locutus]

I'd like to barge in here if I may, since I have a somewhat similar consideration.

 

I'd like to be able to prorate recurring cost to the first day of the client's billing cycle inside a year... In my case January thru December.

 

I.e. if a client chooses quarterly payment, they should get billed on the first of January, April, July and October, no matter when they signed up for the product.

 

Currently it still seems I can only have monthly prorata, and a e.g. semi-annually client who signs up late in March would get their bills in April and October, instead of January and July.

 

Anything to change that situation?

[Matt]

Prorata works for all cycles, not just monthly.

 

For prorata on a Quarterly cycle, the initial charge would be 2 months and x days.

 

And for prorata on an Annual cycle the initial charge would be 11 months and x days.

 

So the due date will become the day of the month you have specified for prorata to use, but no it won't go specifically to being due in months 1,4,7,10 in the case of a quarterly item for example.

 

Matt