Hi, I am trying to choose a billing software, and we have some very complicated recurring fees and cycles (we are not really a web hosting company, so that takes out most of the automation). I was wondering if I could get some questions answered. I looked at the documentation a bit, but couldn’t really get a full sense of what I needed to know. I was wondering if you could help me with a few questions.
1) prorating monthly fees: (how does it calculate this? Does it bill for the signup day? ex: if they signed up 1/17, would it calculate (31-17+1)/31 OR (31-17)/31?
2) Same for cancelling a recurring fee mid-cycle: does it bill for the termination date? For a termination date of 1/17, would it bill for 17/31 days, or 16/31 days? Would it issue a credit for the unused portion?
3) Also related to canceling mid-cycle: I can see from the documentation that when canceling a recurring fee, we can choose "either instant cancellation or at the end of the current billing cycle." Is there any way to input a date manually? We probably would need to terminate their service on some random day, and schedule the termination - which isn't website hosting, so it couldn't be automated anyway.
4) Billing in advance: I was a little unclear if it would generate an invoice in advance with the renewal date or would the invoice date be the date that was X days in advance. I am pretty sure it is the latter, but I just want to make sure. We currently bill one month in advance for our services, but are going to start billing two months in advance. Would this be a problem? ex: right now, an invoice dated 2/1/08 would cover 3/1/08 - 3/31/08, but in the future, it would cover 4/1/08 - 4/30/08. I see that we would choose “X # of days to bill in advance,” and if we chose 60, this does not really mean the first day of the month two months before, but might end up generating an invoice a few days before or after. Is there any way around this?
5) using with other accounting systems - What kind of fields can be exported in delimited format? We are using quickbooks right now, and I read in a post that there were fields that were required that were not available in reporting, but the poster never said what they were.
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medfusion
Hi, I am trying to choose a billing software, and we have some very complicated recurring fees and cycles (we are not really a web hosting company, so that takes out most of the automation). I was wondering if I could get some questions answered. I looked at the documentation a bit, but couldn’t really get a full sense of what I needed to know. I was wondering if you could help me with a few questions.
1) prorating monthly fees: (how does it calculate this? Does it bill for the signup day? ex: if they signed up 1/17, would it calculate (31-17+1)/31 OR (31-17)/31?
2) Same for cancelling a recurring fee mid-cycle: does it bill for the termination date? For a termination date of 1/17, would it bill for 17/31 days, or 16/31 days? Would it issue a credit for the unused portion?
3) Also related to canceling mid-cycle: I can see from the documentation that when canceling a recurring fee, we can choose "either instant cancellation or at the end of the current billing cycle." Is there any way to input a date manually? We probably would need to terminate their service on some random day, and schedule the termination - which isn't website hosting, so it couldn't be automated anyway.
4) Billing in advance: I was a little unclear if it would generate an invoice in advance with the renewal date or would the invoice date be the date that was X days in advance. I am pretty sure it is the latter, but I just want to make sure. We currently bill one month in advance for our services, but are going to start billing two months in advance. Would this be a problem? ex: right now, an invoice dated 2/1/08 would cover 3/1/08 - 3/31/08, but in the future, it would cover 4/1/08 - 4/30/08. I see that we would choose “X # of days to bill in advance,” and if we chose 60, this does not really mean the first day of the month two months before, but might end up generating an invoice a few days before or after. Is there any way around this?
5) using with other accounting systems - What kind of fields can be exported in delimited format? We are using quickbooks right now, and I read in a post that there were fields that were required that were not available in reporting, but the poster never said what they were.
thanks,
Christina
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