Migration from Quickbooks: How to handle balance forward

[steemer473]

Hello, I am currently updating my billing and invoicing from quickbooks to WHMCS for my real estate company. I have got all of my customers in. Some customers have overdue invoices that need to be paid. Next billing cycle begins Sept 1. What is the best approach to handle their balance forward or past due balances? Do I really have to create orders and invoices for each overdue invoice per customer? Or is their a better approach I can execute.

[newgenservices]

If you have many overdue invoices to import, it is better to ask for a import script do the job instead of manual entry for each and every invoice which is both time consuming and prone to errors.

 

If you want to club these with their next billing, you can consider adding a billable item and set Invoice Action to 'Add to User's Next Invoice' and set the (Next) Due Date as Sept 1.

[othellotech]

Simple option - just add an Invoice (not an order) for the b/fwd amount

Better option = get them to pay the old amounts before Sept 1

 

[steemer473]

If you have many overdue invoices to import, it is better to ask for a import script do the job instead of manual entry for each and every invoice which is both time consuming and prone to errors.

 

If you want to club these with their next billing, you can consider adding a billable item and set Invoice Action to 'Add to User's Next Invoice' and set the (Next) Due Date as Sept 1.

 

 

 

Billiable item is a good idea. I will try this approach. Thank you.

[steemer473]

Simple option - just add an Invoice (not an order) for the b/fwd amount

Better option = get them to pay the old amounts before Sept 1

 

 

That would be really nice if I could get them to pay these old invoices before Sept 1

[AimyThomas]

If you have many overdue invoices to import, it is better to ask for a import script do the job instead of manual entry for each and every invoice which is both time consuming and prone to errors.

 

If you want to club these with their next billing, you can consider adding a billable item and set Invoice Action to 'Add to User's Next Invoice' and set the (Next) Due Date as Sept 1.

 

Thanks for share it, i really need it