Net Payment Terms for Clients

[Wapiti]

I've done a bit of searching and haven't found the answer to this question so forgive me if it's answered elsewhere.

 

I have a larger client that wants NET 30 terms on all of our services. We want to oblige their request but cannot figure out how to get the auto-generated invoices to have a net 30 term payment period. If we manually create the invoice, it's not a problem. If it's a subscription service, the invoices seem to be unalterable until they are already created and dispatched to the client.

 

Any ideas how we could do this?

 

Dan

[brian!]

Hi Dan,

 

i'm wondering if this could be done in two steps..

 

firstly, modify the pdf invoice / email templates for this one client - basically that's going to be an if statement in both along the lines of... if MEGACLIENT use $30daysdate else $duedate... so everyone else will see due date (e.g 14 days after invoice), whereas the larger client will see 30 days after invoice.

 

how $30duedate is defined will be slightly different because the invoice uses PHP and the email template uses Smarty, but I think it's certainly doable.

 

secondly, if you disable "Send Overdue Reminders" for this larger client, it will prevent the email reminders from triggering - this is important because you haven't changed the true duedate (14 days or whatever your setting is), you're just getting the WHMCS cron to ignore it for this client.

 

http://docs.whmcs.com/Clients:Summary_Tab

 

additionally, you may need client area template edits too as they would still show the true duedate rather than the modified one.

 

alternatively, there is a third-party addon that amongst other features, can set custom due dates.

 

http://www.whmcs.com/appstore/3882/Billing-Extension.html

 

for just one client, the addon may be overkill - but if you think you will need to do this for other clients in the future, it might be worth considering.

[Wapiti]

Hi Dan,

 

i'm wondering if this could be done in two steps..

 

firstly, modify the pdf invoice / email templates for this one client - basically that's going to be an if statement in both along the lines of... if MEGACLIENT use $30daysdate else $duedate... so everyone else will see due date (e.g 14 days after invoice), whereas the larger client will see 30 days after invoice.

 

how $30duedate is defined will be slightly different because the invoice uses PHP and the email template uses Smarty, but I think it's certainly doable.

 

secondly, if you disable "Send Overdue Reminders" for this larger client, it will prevent the email reminders from triggering - this is important because you haven't changed the true duedate (14 days or whatever your setting is), you're just getting the WHMCS cron to ignore it for this client.

 

http://docs.whmcs.com/Clients:Summary_Tab

 

additionally, you may need client area template edits too as they would still show the true duedate rather than the modified one.

 

alternatively, there is a third-party addon that amongst other features, can set custom due dates.

 

http://www.whmcs.com/appstore/3882/Billing-Extension.html

 

for just one client, the addon may be overkill - but if you think you will need to do this for other clients in the future, it might be worth considering.

 

Thanks for your response! That's quite a bit more involved than I was hoping. It seems like I wouldn't be the only one wanting the ability to assign NET terms out of the box? Well, I'll go to manually invoicing them for now.