How do I change billing frequency/interval?

[canuckhost]

Hello all,

 

Here's my situation. I have a hosting package that I offer monthly or annual payment options for.

 

For the monthly option I charge a 1-time "set-up" ($12.50) plus a monthly fee ($12.50/month).

For the annual option I waive the set-up and charge a discounted monthly fee ($120.00/month).

 

I have set-up a client on the annual deal and the system has generated an invoice for the $120.00 as it should.

 

The problem is this....

 

The client wants to change to the monthly option.

 

I tried the "upgrade/downgrade" but that didn't get rid of the original invoice ($120.00) and didn't generate a new invoice for the correct amount ($12.50 + $12.50) of $25.00.

 

Short of delete all orders and the client and starting all over (I would like to avoid that if possible), what is the CORRECT way to handle this?

 

Thanks,

canuckhost

[m8internet]

Presumably they are separate products so this is the method I use for a manual change of product (where upgrade/downgrade cannot be used)

Lets call them A monthly and B annually, and is currently on B annually

 

First change the current product, and this will change it to A monthly

Next click on the Auto Recalculate on Save and Save Changes button

Now, go to the original invoice for B annually and set to Cancelled

Select Orders -> Add New Order and recreate the original order, but now with A monthly

[canuckhost]

Thanks for the suggestion. The hosting package in question isn't set-up as 2 separate "products" (i.e. Basic Monthly and Basic Annual). It is a single "product" with 2 different payment frequency options (i.e. Monthly and Annual).

 

So, it doesn't appear that I can use your solution because I have not "monthly" product to pick from the list and change to.

 

Any other suggestions?

 

Cheers,

canuckhost

[m8internet]

Yes, you can

Set the product to hidden

Set up a duplicate product, then amend your customer as above

Other customers won't see the product during the normal ordering process, but this selective customer will