Pro-rated Invoicing on 1st of the month - trying to understand

[maknet]

I've been trying to understand the pro-rated invoicing, but it just doesn't work the way I'd like it to and the documentation has one line on it.

 

Any help or workaround would be appreciated.

 

What we want to do:

- Monthly + Annual recurring invoices

- Bill 1st of the month (ex: Jan 1)

- Back-date a pro-rated data amount (ex: client orders on the 13th, and we post it on the 15th)

 

What we have tried:

- If we post the same day as the orders, and have "prorated billing" checked, it works fine.

 

But sometimes we add the new "product" a few days after they ordered it.

 

Here's an example of what we tried, and what didn't work.

- Assuming the period is Jan 1 to Dec 31 (perhaps they want it to coincide with their SSL cert)

- Client starts hosting Mar 1

- We add a product on Mar 15

- An invoice generates the next day

 

Attempt #1:

- Mar 15 we add a new product, change "next due date" to Jan 1, and it bills for 12-months.

- We change the invoice to say Mar 1, pro-rate the amount for 10-months, put in "Mail in Payment"

- Immediately, the client gets notices that it's past-due

 

Attempt #2:

- Mar 15 we add a new product that's pro-rated.

- It bills for 9.5 months (instead of 10-months, Mar 1 to Jan 1)

 

Attempt #3:

- Mar 15 we add a new product.

- We change the "Next due date" to Jan 1

- We pro-rate the "first payment" to 9.5 months

- After the next cron-job, it bills for the full period

- (This one feels like a bug, but I'm not 100% sure. It seems like it only uses the "first payment" amount if you don't touch any values in the initial product page)

 

Any help or work-arounds here are greatly appreciated.

This is using WHMCS v5.0.3 with:

Prorata Date: 1

Charge next month: 1

 

Keywords: pro-rated, pro-rate, prorata, invoices

Edited July 15, 2012 by maknet

[maknet]

Seems like the best method so far, is to make a recurring product "next year", and to make ONE menual invoice with the pro-rated adjustment.