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understanding the pro rata invoicing


cmcp

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Hey WHMCS

 

I've been using the WHM system for some months, and it's doing well. I'm a web designer, so all I use it for is support tickets and generating invoices.

 

I am having trouble getting to grips with the recurring system and seek assistance.

 

I have clients who have recurring items, such as hosting, adwords admin charges, ftp hosting.

 

They then have variable charges each month such as adwords cost, design invoices etc.

 

I've been unable to get to grips with the recurring invoices so until now I have only been using the invoice function to hand key each invoice, with each clients total services on each invoice.

 

They way it should work, is that each clients recurring service (hosting, adwords admin, ftp hosting) is set up as a product/service, and they are generated automatically.

 

My question is how do I get WHMCS to generate an invoice on the 1st of each month, for the previous months service?

 

If I add a client through the month, I'll usually wait until the 1st of the next month to start charging them. Is there a way to add an order but the start date be the 1st of the next month?

 

 

 

 

 

When I tried this before (I have read the manual over and over, but I'm practically not having any luck) the dates listed of the services kept being wrong (eg for the forthcoming month's service) which created mass confusion with my clients.

 

Please help. I've tried looking through other posts, at the wiki, all I need is a bit of example by someone in the know.

 

Thanks for your time

 

Craig

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