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Payment Questions


marned

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Hello everyone. We recently migrated to WHMCS, and I have a couple questions about payments...

 

1) Some customers prefer making partial payments towards an invoice total. Is there any way to do this other than remitting the payment outside the system with us posting it manually?

 

2) We have several large customers who each receive new services on a daily basis. With our previous billing system, they were able to select multiple invoices to pay at the same time. Can this be done in WHMCS?

 

3) A couple of accounts had credits resulting from over-payments. Entering these over-payment into WHMCS as new transactions (leaving the invoice number blank) doesn't appear to result in a credit balance. Entering them as credits doesn't properly log the transaction for accounting purposes. How should they be entered?

 

4) We haven't processed any cancellations yet, so I don't know how this works... We currently issue invoices 3 weeks in advance so that all of our customers have sufficient time to pay. Of these invoices for upcoming service, a number of them are always paid before their due date. If a customer cancels a service before the start of a pre-paid service period, do we manually create a credit? Or does WHMCS intuitively know to do this?

 

Thank you, in advance, for whatever insight you can offer.

 

Marne D.

Edited by marned
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