rbro Posted September 24, 2007 Share Posted September 24, 2007 I have a client who has been billed/invoiced already for a monthly hosting account that is due on 10/16/07, but they want to change to an annual plan. What's the best/easiest way to take care of that at this point? 0 Quote Link to comment Share on other sites More sharing options...
PPH Posted September 24, 2007 Share Posted September 24, 2007 I have a client who has been billed/invoiced already for a monthly hosting account that is due on 10/16/07, but they want to change to an annual plan. What's the best/easiest way to take care of that at this point? Cancel the invoice, switch payment term through the admin and regenerate invoices or wait for the cron to run. 0 Quote Link to comment Share on other sites More sharing options...
rbro Posted September 24, 2007 Author Share Posted September 24, 2007 I have a client who has been billed/invoiced already for a monthly hosting account that is due on 10/16/07, but they want to change to an annual plan. What's the best/easiest way to take care of that at this point? Cancel the invoice, switch payment term through the admin and regenerate invoices or wait for the cron to run. Actually, my bad, the invoice has not been generated yet, but the "recurring amount" indicates the monthly amount. If I simply switch the billing cycle to annual and "save" will it update the recurring amount automatically? 0 Quote Link to comment Share on other sites More sharing options...
rbro Posted September 24, 2007 Author Share Posted September 24, 2007 Oh nevermind...... I guess that's what this button is for: Auto Recalculate Recurring Price on Save 0 Quote Link to comment Share on other sites More sharing options...
zigzam Posted September 24, 2007 Share Posted September 24, 2007 It would be nice if there was a method so clients could do this on their own. 0 Quote Link to comment Share on other sites More sharing options...
beet Posted February 18, 2008 Share Posted February 18, 2008 It would be nice if there was a method so clients could do this on their own. I would very much like this feature too. Many of my clients are (rightly) gun shy about signing up for annual plans but after a few months they invariably ask about it. I'd love to have a button/link on my invoices that let's people pop over to an annual plan when they're ready for it. (I suppose I could add a link that sends me email but I'd still need to regenerate the invoices manually.) 0 Quote Link to comment Share on other sites More sharing options...
churchmedic Posted August 22, 2008 Share Posted August 22, 2008 can anyone write a quick how-to on this.? i am blind or something - just dont see that autocalculate option... 0 Quote Link to comment Share on other sites More sharing options...
handsonwebhosting Posted August 22, 2008 Share Posted August 22, 2008 The Autocalculate is on the actual product screen. Once you're looking at the client details, and then looking at their package, at the bottom (above the Save Changes button) there's a checkbox on the RIGHT side that says "Auto Recalculate Recurring Price on Save" click that, then click save. That will recalculate for the user. 0 Quote Link to comment Share on other sites More sharing options...
Salman75 Posted August 28, 2008 Share Posted August 28, 2008 Cancel the invoice, switch payment term through the admin and regenerate invoices or wait for the cron to run. Tried that for a client that wanted to change from annual to monthly. The annual invoice had already been generated which I cancelled then tried to generate invoices for that user ....... but none were. What are we doing wrong? 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted August 28, 2008 Share Posted August 28, 2008 If you caneclled the invoice the system knows one has alreadt been generated on that date and wont do it again - just adjust the due-date back one day 0 Quote Link to comment Share on other sites More sharing options...
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