Sync product/service duo date with domain expiry date and generate invoice

[braldesign]

Hello,

Imagine this situation :

One new client create a account and trasfer a domain to me. The beggining cycle date will be today but not the domain cycle date. What is the best option to generate one invoice only until the next domain duo date and start the billing cycle at that date?

In my case I have multiple clients with the renew date with a big offset from the domain renew date, how can I generate one invoice to each client to extend his duo date until next domain renew date generating one invoice for that extended time?

Thank you.

[WHMCS ChrisD]

Hello Braldesign

Thanks for your post, just to check, you are having domains transferred to you however they are not renewed when transferred to you? Do you have a domain registrar that supports the Domain Sync Script?  If you do this will update the next due date once it runs.  However in this case am I understanding corerctly that you are wanting to invoice your customers for the time between now and the next renewal date of the domain?

[braldesign]

Hello,

There is no problem with the transfered domains. Let me explain with this real case :

My client has hosting + domain with the next duo date at 12-08-2018 simply because this was the registration date. But because it was a domain tranfer the expiry date is 22-12-2018.

This is a problem to me because the domain expiry date has 4+ months offset and because of that I cant renew it at the same moment (country ltd rules) and I need to create TODO items and try not forget them. I have many clients in this situation.

I only see 2 options to solve this problem :
- generate one invoice for the hosting extra from 12-08-2018 to 22-12-2018 and only then generate the anual invoice as usual or
- generate one invoice for the hosting extra from 12-08-2018 to 22-12-2018 plus the normal anual subscription value

After that the service renew wold be at the same date as the domain expiry date. Those corrections wold be necessary to use the domain sync cron script because I already try it but I cant use it just because almost all domain are not using the same date in "next duo date" and "expiry date".

If this is not a feature I think it wold be very appreciated.

Thank you.

[redit]

Just to add to this - I have just spotted the same problem with a couple of .uk domains for some reason the 'Next Due Date' has not been updated and still showed the date that they were transfered into us.

I've manually corrected this but thought I would let you know that your not alone.

 

[braldesign]

Hello,

Thanks for your post.

In my case I dint found any problems with the dates. I'm just searching a solution to adjust the renew date to the same date has the domain expiry date.

To do it manually for my 100+ clients in this situation I wold need to :
- calculate the cost to bill ( calculate the days difference between the duo date and the expire date and multiplying by the cost per day... something like here https://docs.whmcs.com/Automated_Upgrades_and_Downgrades )
- change the hosting and domain duo date to the domain expire date
- generate the invoice with the calculated values

At the end I think I wold need a feature like the Upgrade/Downgrade but to generate a invoice to offset the renew date to a new specific date...

[brian!]

44 minutes ago, braldesign said:

I only see 2 options to solve this problem :
- generate one invoice for the hosting extra from 12-08-2018 to 22-12-2018 and only then generate the annual invoice as usual or
- generate one invoice for the hosting extra from 12-08-2018 to 22-12-2018 plus the normal annual subscription value

they would be my first two thoughts too - but two more are...

1. don't include .pt (I assume that's the TLD in question) as "free" domains with hosting, but allow each (hosting & domain) to be invoiced separately by WHMCS... that solves the problem of the hosting and domains having different renewal dates with new orders.
2. if the domain is "free" with the hosting, then continue invoicing the hosting as normal, but if the registrar (NOT WHMCS) supports setting a specific .pt domain to autorenew automatically at expiry, you can do that because by that time the domain is due to expire, you should have been paid for the hosting renewal by the client.

19 minutes ago, braldesign said:

To do it manually for my 100+ clients in this situation I would need to :
- calculate the cost to bill ( calculate the days difference between the duo date and the expire date and multiplying by the cost per day... something like here https://docs.whmcs.com/Automated_Upgrades_and_Downgrades )

you wouldn't necessarily have to do it manually, you could use the "Auto Recalculate Recurring Price on Save" feature - change the next due date to match the domain expiry date, tick the checkbox and save... and the recurring amount should be recalculated for that date.

https://docs.whmcs.com/Products_Management#Auto_Recalculate_Recurring_Price_on_Save

though you would have to do this twice for each product... once before the invoice is generated to calculate the renewal price for say 16 months, and then after the invoice has been paid to change it back to 12 months.

19 minutes ago, braldesign said:

- generate the invoice with the calculated values

you wouldn't need to generate the invoice as WHMCS would do that automatically - you'd just have to alter the dates and prices before it was due to generate.

[braldesign]

Hello brian thanks for the reply!

48 minutes ago, brian! said:

1. don't include .pt (I assume that's the TLD in question) as "free" domains with hosting, but allow each (hosting & domain) to be invoiced separately by WHMCS... that solves the problem of the hosting and domains having different renewal dates with new orders.

Yes the domains in question are .pt. I do not include them as free domain, but I dont want to invoice the hosting and domain separately just because its more unnecessary work to create invoices make back transfers and hassle for the client and for me to manage it all.

56 minutes ago, brian! said:

you wouldn't necessarily have to do it manually, you could use the "Auto Recalculate Recurring Price on Save" feature - change the next due date to match the domain expiry date, tick the checkbox and save... and the recurring amount should be recalculated for that date.

I try to use the "Auto Recalculate Recurring Price on Save" with the new duo date (domain expiry date) but there is no change in the price (the default anual price is set).

Thanks!

[brian!]

Hi @braldesign

On 23/07/2018 at 12:25, braldesign said:

Yes the domains in question are .pt. I do not include them as free domain, but I dont want to invoice the hosting and domain separately just because its more unnecessary work to create invoices make back transfers and hassle for the client and for me to manage it all.

and that's worse than modifying existing due dates or sending partial invoices ?

On 23/07/2018 at 12:25, braldesign said:

I try to use the "Auto Recalculate Recurring Price on Save" with the new due date (domain expiry date) but there is no change in the price (the default annual price is set).

yes I just noticed that too... it's taking the current purchase price for that product (from the product setup, not the existing client recurring price) and using that...

in that case, the extended period price might have to be calculated pro rata... i'd use Excel to do that, but you could do it with a calculator too.

[braldesign]

Hello @brian!

 

36 minutes ago, brian! said:

and that's worse than modifying existing due dates or sending partial invoices ?

Managing 2 renews per client is worse when I could have just one. I do want to send a partial invoice for the time diference between the due date (the end of the cycle) and the new date (domain expiry date).

38 minutes ago, brian! said:

yes I just noticed that too... it's taking the current purchase price for that product (from the product setup, not the existing client recurring price) and using that...

in that case, the extended period price might have to be calculated pro rata... i'd use Excel to do that, but you could do it with a calculator too.

Since apparently there is no current or easy way to do that i'm creating a addon to WHMCS witch lists the domains and corresponding host that has a diferent due date from the domain expiry date. Then does calcule the  days between the due date and the expiry date to find the value to invoice.

In the moment i'm in the generating invoice part, is there some demos/tutorials on about that?

Thanks for the help!

[braldesign]

Hello,

So I finally did the addon with this features :

- list active domains with Duo Date different from the Expiry Date and active hosting (table with domain info, hosting info, days between duo date and expiry date and the calculated amount to bill)

- each row has one "invoice it" button that will set the domain and hosting duo date to the domain expiry date and generate a new invoice to the corresponding client for the calculated value

job done!

thanks for the help!