Invoices for Existing Customers

[Zouch]

As suggested by Bear:

 

I don't quite understand the logic on the order page within the admin area.

 

If I create the order when using pro-rata billing I get the first invoice generated correctly to pro-rata to my rules. However on the products and services tab, the next due data is today? Should this be 1st November if that is when the next invoice will be due (albeit raised earlier in accordance with my rules).

 

I decided to create one invoice for their service to date and then bring the client into line in the new system (I can apply part payments, which is great). I'm just unsure which bits to edit - obviously the invoice lines to correct the date and amount. Should the invoice date and due date be changed - which one does the system use for reminders and suspension?

 

What about the next due date? Should I change the first payment amount to be the balance on this ammended invoice?

 

When applying payments, would WHMCS normally apply the transaction fees (I use WorldPay)?

 

I know there's lots of questions, I'm keen to get on and learn this great new system.

 

TiA

 

Appreciate any help - I could ask in a ticket but it might be useful for others who find their way here