steemer473 Posted August 17, 2011 Share Posted August 17, 2011 I am interested in migrating my quickbooks invoicing and automatic recurring payment services to WHMC. I know how I will import all of my customers from quickbooks to whmcs. I have also created a service item for billing which is $59 and recurring monthly. I would like my customers to be billed on the 1st of each month and debited the 1st of the month. I have set up the cron to run every day and that appears to work correctly. What should be my next step? Do I have to create an order or an invoice on the backend for each customer record? And if I create either an order or invoice, how do I prevent it for showing up in their account ledger prior to September 1? I do not want anyone billed until Sept 1, i am only interested in configuring the system to run properly to run on Sept 1 hits. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS Support Manager WHMCS John Posted August 17, 2011 WHMCS Support Manager Share Posted August 17, 2011 You will need to place an order and add the services to the client's account, yes. Instructions can be found at http://docs.whmcs.com/Importing_Data#Manual_Client_Entry 0 Quote Link to comment Share on other sites More sharing options...
steemer473 Posted August 17, 2011 Author Share Posted August 17, 2011 Thank you for the link; the article explains very well what the process should be. Thanks John 0 Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.