Jump to content

Billing, due and invoicing dates


Recommended Posts

Hey guys! 
Im looking for some advice regarding invoicing.
I currently am migrating to WHMCS and wanted to setup individual recurringly billed products for pre-existing customers.
What would be the best approach, if i wanted them all to be invoiced on the first of every month?
Should i create billable iteams and how do i make them invoice on the first?
Or would a product/service be more suitable?

Thanks for your input! 

Link to comment
Share on other sites

For billable item, set it to recur and set the next due date to the first of the month.   You can prorate manually if you wanted to do so and do another billable item due today.

For services, if you want all services to be billed on the first or x day of the month, you can set that within the system settings -> products -> the product / service -> Pricing tab -> Prorata Billing checked and Prorata Date set to 1 .   When signed up for the service, they should get a prorated fee due and then on the first get a full invoice.

Which to use comes down to personal preference and what you are doing.  For example, if doing something needs keeping track of what needs to be done, a service with custom fields would be better than a billable item.  

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated