rmbpantek Posted December 9, 2011 Share Posted December 9, 2011 I feel like this should be simple and I am just missing something. We still have clients that mail us payments. Their payment gateway is "Mail in Payment" Their monthly hosting packages renews on the 20th of every month. Is there a way to generate the invoice 15 days earlier, with a due date of the 20th? I am trying to set this up so the payment gateway is the driving factor. Any help is appreciated! 0 Quote Link to comment Share on other sites More sharing options...
BobC Posted December 9, 2011 Share Posted December 9, 2011 I feel like this should be simple and I am just missing something. We still have clients that mail us payments. Their payment gateway is "Mail in Payment" Their monthly hosting packages renews on the 20th of every month. Is there a way to generate the invoice 15 days earlier, with a due date of the 20th? I am trying to set this up so the payment gateway is the driving factor. Any help is appreciated! Take a look at Setup >> Automation Settings >> Billing Settings >> Invoice Generation. That allows you to set the number of days before the due date that an invoice is generated. I believe that is what you are trying to do even though it is not via the Payment Gateway. 0 Quote Link to comment Share on other sites More sharing options...
lily1234 Posted December 10, 2011 Share Posted December 10, 2011 Thanks for a brilliant idea....... 0 Quote Link to comment Share on other sites More sharing options...
rmbpantek Posted December 12, 2011 Author Share Posted December 12, 2011 I did look at the invoice generation settings. Our problem is that that we only want to change our current settings for those customers that mail in payments. Is there a way to set up payment terms? 0 Quote Link to comment Share on other sites More sharing options...
BobC Posted December 12, 2011 Share Posted December 12, 2011 I did look at the invoice generation settings. Our problem is that that we only want to change our current settings for those customers that mail in payments. Is there a way to set up payment terms? Well, I set all my invoices the same (except for domain registration/renewal) regardless of the payment gateway. I have found that it makes things understandable for all customers. I suggest you check out http://docs.whmcs.com/Hooks:Invoicing. You might be able to do something from there. 0 Quote Link to comment Share on other sites More sharing options...
merlinpa1969 Posted December 13, 2011 Share Posted December 13, 2011 Right now we are not allowing check/MO because our invoicing is set to a limited time, Being able to set due dates by payment type would allow CC clients invoices 5 days Ch/MO invoices set 20 days etc 0 Quote Link to comment Share on other sites More sharing options...
indore8 Posted December 21, 2011 Share Posted December 21, 2011 Thanks for a brilliant idea....... 0 Quote Link to comment Share on other sites More sharing options...
rmbpantek Posted December 21, 2011 Author Share Posted December 21, 2011 I was able to get this to work using a hook. But it gets confusing when viewing the "products/services" tab for mail in customers. The "next due date" is really the next invoice generation date....or maybe I attached the hook wrong. 0 Quote Link to comment Share on other sites More sharing options...
copeland Posted December 26, 2011 Share Posted December 26, 2011 I did look at the expenses engineering styles. Our concern is that that we only want to change our existing styles for those customers that e-mail in monthly payments. 0 Quote Link to comment Share on other sites More sharing options...
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