dansgalaxy Posted December 17, 2008 Share Posted December 17, 2008 If there isnt a way i will open a feature request. How can i issue an invoice early? I have a couple of users who well.. need A LOT of time before they pay, so i want to be able to click a button and genrate the invoice early. How can this be done? 0 Quote Link to comment Share on other sites More sharing options...
arteryplanet Posted December 17, 2008 Share Posted December 17, 2008 well...go ahead with the feature request..... the only way i can think is change the value of the days before the invoice is generated in the configuration, then go to that client profile and generate the invoice, thenc change back the value in the config 0 Quote Link to comment Share on other sites More sharing options...
Gears Posted December 17, 2008 Share Posted December 17, 2008 Go to General Settings > Automation Settings Then find the Billing Settings section and look for "Invoice Generation". Unfortunately this will effect all clients though. 0 Quote Link to comment Share on other sites More sharing options...
dansgalaxy Posted December 17, 2008 Author Share Posted December 17, 2008 I have opened a feature request, this is a big thing which is needed i dont really want work arrounds lol Dan 0 Quote Link to comment Share on other sites More sharing options...
easyhosting Posted December 20, 2008 Share Posted December 20, 2008 Hi you can generate an invoice anytime tyou want from your clinets account area, but the easiest is the auto setup in configurations. I have mine set to generate an invoice 15 days before due date with a reminder sent the day before, which is ample time for someone to pay. dont forget you are in control, you set up when your system generates invoices and not your customers. If your customers cannot pay the invoices when you send them, then you have 2 options. 1. get rid of these customers 2. get them to add funds through their client area and then when the invoices are generated the funds will be automatically taken from these funds in the clients accounts. 0 Quote Link to comment Share on other sites More sharing options...
dansgalaxy Posted December 20, 2008 Author Share Posted December 20, 2008 Hi, it appears that in the client account area you can only generate "due" invoices. but as technically the invoices are not "due" because my system generates invoices 15 days before due date then it doesnt apply. Yes, i know i am in control and with most clients it is just this is when its due pay or get suspended but, there are a few clients where they are either friends or i wish to make an exception and i know they need longer to pay (ie they will need the invoice itself 3 weeks before needs paying as with a couple which are community radio stations the invoice must go through the station manager who needs to generate a cheque and then get it counter signed by the accountant who then needs to record the invoice and it then gets posted.... which can take a while and i am happy but i need to generate their invoices earlier than most who simply pay via paypal. For instance this month i have a client which is a community radio station and pays via postal cheque, they are great clients and frankly if i could afford it i would be more than happy to provide their services free, the whole board of directors was changed and they could not send the cheque as the signaturies at the bank were for old managers/directors, had i been able to generate the invoice earlier the solution could have been sorted much quicker, but instead it ended up being 10 days past due, i had to provide bank details for money to be wired to me and then had to remove auto late fee and mark as paid... see my point? And with clients like the above, unlike clients with personal websites they cant simply pay £40 into an account without proper invoices or acountability... For me its a BIG must have to be able to just click something like "generate NEXT invoice early" thats all i need Dan 0 Quote Link to comment Share on other sites More sharing options...
easyhosting Posted December 20, 2008 Share Posted December 20, 2008 you can set the system to generate invoices 3 weeks before being due (21 days), this way they will get the invoice 3 weeks before the due date, enough time for them to get a cheque authorised and sent to you. I have several clients who do the same and this process works for me.. I also have plans which i have set up for charities/community groups at a reduced rate, this way i am helping the community and still making money 0 Quote Link to comment Share on other sites More sharing options...
dansgalaxy Posted December 20, 2008 Author Share Posted December 20, 2008 Okay, i am more than aware that i can change the generation time of how early t generates them. BUT i dont want every users invoice generated as early as one or two. This is my point, i dont want 99% of invoice generated 2 months early, but i do want the 1% to be generated 2 month early 0 Quote Link to comment Share on other sites More sharing options...
easyhosting Posted December 20, 2008 Share Posted December 20, 2008 The only wany around this for the 1% is to not allow automatic invoices to be sent to these clients and them send invoices manually 3 weeks before they are due. you could alway submit a support ticket direct to matt throgh your WHMCS clientarea to see if their is a way as they will know. 0 Quote Link to comment Share on other sites More sharing options...
dansgalaxy Posted December 20, 2008 Author Share Posted December 20, 2008 I have seen a post where someone else was asking about this and he replied and basically said to change the invoice setting and then change it back... which is not ideal 0 Quote Link to comment Share on other sites More sharing options...
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