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Late Billing Question


ccdave

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Hi

 

Quick generic question!

 

I am migrating over from another billing system and we have always invoiced on the 1st of each month. I have added the product and enabled prorata, great. However I was so busy on the 1st I didnt get a change to add all of the orders so now it is the 4th and it has of course removed 3 days as expected. If I use the price override to put in the cost for a full month will this affect next months? Or will it be OK.

 

For example the product is £1.43. I am entering it now and it is saying it is £1.29. If I manual override to £1.43 will next months be £1.43 or will it be £1.43 plus a few days?

 

Or is there any way to change the system date quickly then change it back?

 

Thanks

Dave

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Hello ccdave,

 

If you override the price on the invoice it will not effect the renewal amount come the next billing cycle. You can also change the amount under the product/services tab where it states the 'First Payment Amount' but leave the 'Recurring Amount' as is, this should resolve the problem if the invoice hasn't already been created.

 

--Thanks

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I am probably being blind but I cannot see the first payment amount field?!

 

In Product/Services of the client profile it will have First Payment Amount and under that Recurring Amount. Really, as long as 'Recurring Amount' has the correct sum then future invoices will generate for the correct amount. So you can change the invoice to overwrite the price etc but just make sure 'Recurring Amount' has the correct sum for future invoices.

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