How to test "Anniversary Prorata"?

[taywa]

hi all

 

I am testing WHMCS, and I need "Anniversary Prorata" for my business.

 

I am sure I have all the setting right, but I don't know how to test it. I try to set the registration date of the costumer back a year (over the mysql database), hopping this way I am able to trigger the anniversary prorata invoice. But nothing happens.

 

I can't switch my billing to WHMCS, if I am not absolutely sure that it works as desired. Any testing scenarios?

 

Thanks

[brian!]

the trigger is the Next Due Date - when that date is reached, then the cron should automatically generate the invoice.

[taywa]

Thanks..

 

There is no "Next Due Date" on a client, but only on products.

 

With "Anniversary Prorata" I mean "Signup Anniversary Prorata", sorry this was maybe unclear, as described in the docs

 

"With this option enabled all products will be prorated to each client’s original signup date (per the client Summary page). Meaning that all of a client’s products will renew on the same day regardless of when they order, the date will be different for each individual client. The Setup > Products/Services > Edit > Pricing tab > Prorata Billing option must still be enabled, but the Prorata Date setting will be overridden by the client’s signup date."

 

From: http://docs.whmcs.com/Ordering_Tab

 

I want to test this, but do not know how to trigger it.

[brian!]

Hi,

 

with WHMCS, it always uses the next due date of the product(s) to trigger the generation of the invoices - this doesn't change by enabling Signup Anniversary Protata (SAP), it just aligns the next due dates to the same date and so all invoice(s) for that user should be generated on that date.

 

we don't use SAP, but I believe the way it works is that when a new client signs up, their signup date is used to generate the future next due date for subsequent products added from that point on.

 

I don't think that there is any continuous link between the client signup date and the products next due date after the product has been added... e.g, if a customer signs up and adds a product, the next due date of that product will be determined based on the user's signup date setting as it was when the product was ordered - if you then change the signup date in the database, it will not change the next due date of the existing product... though it would do for any new products added from that point on.

 

that will be why modifying the signup date had no effect on invoice generation.

 

with SAP activated, WHMCS is still invoicing for individual products - it's just that (unless you've altered the signup date in the database!), the invoice(s) should be generated all on the same day.

 

how to test it... if you can go to the profile of one of your users, ideally one that you added products to after enabling SAP, below the profile, you should see a list of services/addons and domains.

 

hopefully, the services are all showing the same Next Due Date - if so, then that's the date that WHMCS should use to trigger the generation of invoice(s) for that user.

 

there is a widget that you can add to the admin area that will show dates and info on future invoices - though you may need to change the 30 days value to 365 if it's going to be a while until an anniversary is triggered.

 

http://forum.whmcs.com/showthread.php?43532-WHMCS-v5-0-Upcoming-Domains-and-Hosting-renewal/page2

 

I suppose you could modify the next due date on one of the products to today and see if it generates a renewal invoice the next time the cron job is run - if it does, then it should work in the future on the anniversary date too.