Change to pro-rata billing

[scurrell]

After several years of "anniversary" billing, we've decided we want to switch to pro-rata billing.

 

Is it simply a case of changing it for each product?

 

Does WHMCS work it all out and change next-due dates automatically?

 

If so, does it bill for the remainder of the month (depending on when we switch) or add the remainder to next months new pro-rata invoice?

[WHMCS John]

You'd need to manually adjust the Next Due date for each product/service. Then I'd recommend creating a billable item to cover the period between the old due date and the new due date, selecting the "Add to User's Next Invoice" option.

[othellotech]

If so, does it bill for the remainder of the month (depending on when we switch) or add the remainder to next months new pro-rata invoice?

Neither, it only affects new orders.

If you want to "switch" existing accounts to payment on a specific date you have a much more complex issue of recalculation and replacement invoices ...

[scurrell]

You'd need to manually adjust the Next Due date for each product/service. Then I'd recommend creating a billable item to cover the period between the old due date and the new due date, selecting the "Add to User's Next Invoice" option.

 

Neither, it only affects new orders.

If you want to "switch" existing accounts to payment on a specific date you have a much more complex issue of recalculation and replacement invoices ...

 

Hmm.

 

Might have to have a rethink on this one.