change contract length?

[rldev]

How do you deal with this scenerio.

 

Client wants to change contract from monthly to quarterly. They owe for past month, but want to send a check for the quarter? I know how to make changes under the product, but how do I get WHMCS to tally the numbers?

 

Do I cancel the existing invoice and let whmcs create a new quarterly invoice? Confused here. Thanks.

[othellotech]

depending on your local laws regarding invoicing ...

 

change the frequency on their product, tick the "recalc" option, save

edit the invoice change the amount

[WisTex]

After the payment is recorded, check and make sure that the "Next Due Date" is two months from now, not three, since the customer is paying for last month plus 2 months from now. Then all future bills will be correct.

[handsonwebhosting]

For us - we require the account to be at a Zero Balance before it can be modified (upgraded, downgraded or cancelled). So the user must pay the full rate for the monthly, and then once that's paid and up to date, they can upgrade to the 3 month term (at a lower rate). But everything must be at a zero balance first. May be something you want to implement also.

 

As for doing it manually - I'd create a new 2 month invoice (never modify existing invoices). Then apply payment to the 1 month and the 2 month invoices, then set the next due date for 2 months from now.