Change "Next Due Date" but client has prepaid, need to show/apply credit

[canuckhost]

Hi all,

 

Here is my situation. I have a client that pays annually with a due date of Sept. 1st. However, he wants to change his billing period so that it runs April 1 - March 31 each year beginning April of 2013. He has already paid the invoice we sent to him covering Sept 1, 2012 - Aug 31, 2013.

 

What I want to do is this...

 

1) Change his "Next Due Date" to be Apr 1, 2013

 

2) When Apr 1, 2013 approaches, I want the invoice he is sent to show the usual amount (for a full year of service) but also show a credit for the pre-payment he just made that would cover him from April 1 - end Aug, 2013) and then charge his card for the difference.

 

I looked at the "Create Prorata Invoice" in the documentation (http://docs.whmcs.com/Products_Management) and it seems to be close to what I want to do but... I don't see a checkbox for "Create Prorata Invoice" in the client's "Products/Services" tab. Also, I'm not even sure if that help article is going to do address what I really need to do here.

 

Also, 1 additional detail.... The invoice is for 1 year of hosting and a 1 year domain renewal, so... whatever I have to "click on" or do needs to take into account this change for both items.

 

Thanks in advance for any help.

 

canuckhost

[othellotech]

1. Calculate the credit for the April-august, use manage credits, add that amount to the clients account (5/12ths of what they paid)

2. Change the next-due-date on the product, click save

 

Job Done