How do I handle a client pre-paying for hosting and domain renewal?

[risrik]

I'm not sure how to handle a client wanting to pay early for their hosting and domain name and would appreciate some guidance.

 

The client's hosting and domain aren't due until mid-April but he wants to pre-pay and send a cheque for annual hosting and five year domain renewal now. There's no invoice for either. Do I add a credit for the amount for both? Will this credit then apply when the hosting invoice is generated? It's not really a credit though, it's a pre-payment. And for the domain renewal, how do I update it to reflect the next invoice should be five years? Is that just the Registration Period? How do I add this payment for hosting and domain renewal? Not sure how to proceed.

 

Thanks.

Edited February 28, 2011 by risrik

[apsmike]

In this case all you have to do is create a invoice of the price of the renewal amount, ask the client to pay it from the client area. Once the invoice is paid you can manually change the "Next Due Date" of the product and services thus renewing his services.

 

Hope it helps.

[risrik]

In this case all you have to do is create a invoice of the price of the renewal amount, ask the client to pay it from the client area. Once the invoice is paid you can manually change the "Next Due Date" of the product and services thus renewing his services.

 

Hope it helps.

 

Thanks for responding. It's a mail-in-payment (pay by cheque) so he can't "pay it from the client area". So are you saying that I should create an invoice for a five year domain renewal and when I get the cheque in the mail, mark it paid? What about the actual invoice that will be generated for the domain renewal in April? And what about the hosting invoice that will be generated in April as well? How do I add that I've received the payment already?

[risrik]

What about adding a New Transaction for both hosting and the domain renewal and checking 'Add to Client's Credit Balance'. Then there would be an actual transaction logged for each. The only thing is that I wouldn't know the Invoice number (because it's not generated yet). Then I could change the Registration Period on the domain so that when the domain renewal is invoiced in April, it's for five years which will match what he paid already. Would these transactions then automatically apply to those invoices making them paid?

[scurrell]

On the client summary page, tick the checkbox next to the product and domain, and then click "Invoice selected items"

 

You can then adjust the invoice for the 5 year domain renewal.

[apsmike]

Once you receive the payment, increase the domains next due date to 5 years. Hosting renewal will be after one year, so after one year only hosting service invoice will be created and no invoice will be created for domain. So next 5 years client will paying only for hosting service as he has already paid for domain service and his domain is on renewal after 5 years.