slim Posted August 27, 2019 Share Posted August 27, 2019 On occasion a client will call asking me to adjust their due invoice from say a 12 month renewal to 3 or 6 month renewal. Usually, I delete the due invoice, then update their hosting package from yearly -> quarterly and auto calculate the price and save. Then I generate the invoice for that package. When I do this, the dates on the new invoice are out - usually by a year into the future. There must be a way to avoid this? 0 Quote Link to comment Share on other sites More sharing options...
WHMCS ChrisD Posted August 27, 2019 Share Posted August 27, 2019 @slim Do you change the next due date before regenerating? A Simpler way would be to cancel the existing invoice and then use Upgrade/Downgrade on the product/services tab to change the service from Monthly to the new cycle 1 Quote Link to comment Share on other sites More sharing options...
slim Posted August 27, 2019 Author Share Posted August 27, 2019 The next due date remains the same - as the invoice hasn't been paid, it doesn't get set to the next date? Maybe I will try the other way (downgrade) 0 Quote Link to comment Share on other sites More sharing options...
WHMCS ChrisD Posted August 27, 2019 Share Posted August 27, 2019 Hmm that is odd, the best practice is to use the upgrade/downgrade functionality rather than manually/ 1 Quote Link to comment Share on other sites More sharing options...
slim Posted August 27, 2019 Author Share Posted August 27, 2019 OK, so delete the current unpaid invoice, then use upgrade/downgrade. Will do. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS ChrisD Posted August 27, 2019 Share Posted August 27, 2019 Perfect, let us know if you need any other assistance @slim! 0 Quote Link to comment Share on other sites More sharing options...
zitu4life Posted August 27, 2019 Share Posted August 27, 2019 (edited) I have been doing that editing current invoice dates manualy (27-08-2019 - 26-08-2020) to 27-08-2019-02-2020)...to downgrade from 12 months to 6 months...and send it again to clients and when client pays this same invoice, after invoice gets status paid, I will change billing cicly from 12 to 6 months...Chris advice looks much better, in my case somethimes I usually forget to alter cicly because I have to do that after invoice gets status PAID, and could happen days later, and it gets me on trouble with client ask me later( but I told you before to change biling cicly, so why are you invoice me again) Edited August 27, 2019 by zitu4life 0 Quote Link to comment Share on other sites More sharing options...
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