How to make invoice date be from begining of the month?

[ghurty]

If I would be manually,y be entering an order in the middle of the month, but I want the invoice date to be from the beginning of the month and the next invoice to automatically generate at the begging of the next month, how would I go about that?

 

 

Thanks

[m8internet]

You would need to manually amend the customers account

Set expiry to 01/MM/YY for the relevant month and year

Thereafter all invoices will be on the 1st of the month

[ghurty]

You would need to manually amend the customers account

Set expiry to 01/MM/YY for the relevant month and year

Thereafter all invoices will be on the 1st of the month

 

When you said set "expiry" where exactly are you referring to that?

[m8internet]

Go to the client account, then set the expiry on the products/services

You will need to do this for any old or automated orders

 

Also, you can perform this from the new pending order, before accepting it

[ghurty]

I dont have an "expiry" I do have "Next Due Date" is that what you are referring to?

 

 

Thanks

[WHMCS John]

m8internet must be referring to the Next Due Date value as that is indeed what you should adjust.