SplashyHost Posted May 10, 2014 Share Posted May 10, 2014 WHMCS is taking the payment as soon as the invoice is generated. I have set it up generate an invoice 14 days before the payment is due, i have setup one client as a test, the payment is due on the 22nd of each month so the invoice is generated on the 8th.. the last 2 months i've received the payment on the 9th. I think this is misleading to clients taking payment 2 weeks before due date, is it possible to change this to take payment 5 days before the due date, or thereabouts. I've searched the admin area but can't seem to find the setting anywhere. - - - Updated - - - oh and it's a paypal subscription payment 0 Quote Link to comment Share on other sites More sharing options...
CCSupport Posted May 10, 2014 Share Posted May 10, 2014 Check your automation settings: 'Setup' > 'Automation Settings' > 'Credit Card Charging Settings' - If you want the payment processed 5 days prior to due date then change the number to 5 and hit Save Changes. 0 Quote Link to comment Share on other sites More sharing options...
SplashyHost Posted May 10, 2014 Author Share Posted May 10, 2014 Thanks, I didn't realise that was system wide. Is 5 days a good enough time scale to capture payments? 0 Quote Link to comment Share on other sites More sharing options...
CCSupport Posted May 10, 2014 Share Posted May 10, 2014 We did have ours set to 1 day, however even 1 day can irritate some clients. We now set it to 0, so on due date....we don't seem to have had any issues since the change. But we did need to adjust our reminder emails to make it clear payments will be attempted on the due date only with auto-suspensions after 7 days. Harsh but fair 0 Quote Link to comment Share on other sites More sharing options...
rodeoXtreme Posted May 16, 2014 Share Posted May 16, 2014 We did have ours set to 1 day, however even 1 day can irritate some clients. We now set it to 0, so on due date....we don't seem to have had any issues since the change. But we did need to adjust our reminder emails to make it clear payments will be attempted on the due date only with auto-suspensions after 7 days. Harsh but fair We did similar; we attempted payment collection 10 days in advance and generate invoices 15 days in advance (clients complained that they didn't have time to review) so we changed to attempt payment on the due date and each day for 5 days with service suspension on day 6. Clients like the process better. Reminder - If you have payment procedures within your Terms of Services; don't forget to update it. 0 Quote Link to comment Share on other sites More sharing options...
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