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How To Change Billing Cycle If Already Invoiced


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Hi, 

Most of my clients are on an annual hosting plan with me, but because of the uncertainty of small business due to the lockdowns and such I would like to offer them the option of moving to a quarterly billing cycle. I know how to do this for products where the billing hasn't renewed yet, but how do I do it if the invoice for the next year has already been generated? Do we have to delete that invoice, change the billing cycle and hope that the cron will run it again? I'm hoping there is an easier way I haven't seen yet. 

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  • 1 month later...

delete the line item from the invoice

cancel the invoice

delete the cancelled invoice

change the due-date back 1 day on the product

change the due -date to it's original date on the product

change the billingperiod and tick the recalc on save on the product and save

on the client summary page click generate due invoices (or wait for the cron if doing multiple)

 

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