How do you handle people who pay w/o invoice?

[netpenthe]

Hi,

 

Sometime's people will order an item from me and pay straight away, before i've invoiced them.

 

At this point I go to WHMCS and add them as a New Client.

 

I then add a New Order for them selecting the "Don't send Order Confirmation".

 

I'm not sure whether I should select the "Don't Generate Invoice" ??

 

If i generate an invoice, then they get it emailed to them and they've already paid.

 

If i DON'T generate an invoice then I have nothing to apply their payment against!!!

 

Please advise how you handle this situation

 

much thanks ..

[Si]

Generate the invoice, (which yes, will send them an email) but then I'm sure, within a minute you can mark that invoice PAID which sends them another email confirming. All they've had, (max) is a one-two minute period where there account with you has an invoice marked unpaid. I'm sure it's not that big a deal for most and surely all will understand.

 

As you obviously have communication with them beforehand, could you not make them aware when they pay, that this will be the case?

 

Si

[jnet]

what about this case.

 

I have a client who paid 1 month before his nex invoice for yearly extention generated

 

I just added that ammount to his credit!

 

did I do it right?

[othellotech]

At this point I go to WHMCS and add them as a New Client.

I then add a New Order for them selecting the "Don't send Order Confirmation".

 

Before you add the order, click "manage credits" and add the payment

 

And you dont need to tick the "don not send invoice" (you *want* them to have an invoice) and its up to you whether to tick the suppress confirm order or not

[netpenthe]

ahh thanks for that... good idea !