Bloory Posted December 9, 2006 Share Posted December 9, 2006 Hi, I'm looking at using the importers from multiple ClientExec and WHMAP installs to a single WHMCS, which generally works well in testing (apart from countries) What's the best was to resolve billing history? I can create an invoice for past charges - I don't want to send hundreds of invoices out to clients, just to record their past billing in WHMCS. Any thoughts please? Thanks, Jon 0 Quote Link to comment Share on other sites More sharing options...
Blueberry3.14 Posted December 14, 2006 Share Posted December 14, 2006 What worked for me was to add the previous records in manually for each client. I go to: Clients -> Transactions then add in the previous records, one at a time. I did learn not to add in invoice numbers, as those get listed somehow as a WHMCS invoice. Instead I prepend the previous invoice number with the previous billing system, in our case, because we used Lpanel, I add "LP-001." Since that's not a recognized numbering format for WHMCS, it seems to do the trick. 0 Quote Link to comment Share on other sites More sharing options...
Bloory Posted December 14, 2006 Author Share Posted December 14, 2006 Hi, Thanks for the advice - that's what I tried too, but there are quite a lot of records to do! Matt is checking over the convertor for me, since even on a clea install of WHMCS there were no invoices brought over. 0 Quote Link to comment Share on other sites More sharing options...
Blueberry3.14 Posted December 14, 2006 Share Posted December 14, 2006 Ahhhh, cool, good that Matt's checking it out for you then I think the issues with migration are the reason so many of us stay with billing systems/client management software that doesn't fill our needs, because it's so much of a time-consuming PITA to change. Good luck 0 Quote Link to comment Share on other sites More sharing options...
Zouch Posted September 17, 2007 Share Posted September 17, 2007 What happens with clients who are paying monthly but who have not had an invoice generated for a time e.g. pay monthly but no existing invoice since June.... Thanks 0 Quote Link to comment Share on other sites More sharing options...
WHMCS CEO Matt Posted September 18, 2007 WHMCS CEO Share Posted September 18, 2007 What happens with clients who are paying monthly but who have not had an invoice generated for a time e.g. pay monthly but no existing invoice since June.... Thanks After that one is paid, on the next cron run, the next will be generated. Matt 0 Quote Link to comment Share on other sites More sharing options...
bear Posted September 18, 2007 Share Posted September 18, 2007 I think the issues with migration are the reason so many of us stay with billing systems/client management software that doesn't fill our needs, because it's so much of a time-consuming PITA to change. Without a doubt, in my case. 0 Quote Link to comment Share on other sites More sharing options...
Zouch Posted September 18, 2007 Share Posted September 18, 2007 I don't quite understand the logic on the order page within the admin area. If I create the order when using pro-rata billing I get the first invoice generated correctly to pro-rata to my rules. However on the products and services tab, the next due data is today? Should this be 1st November if that is when the next invoice will be due (albeit raised earlier in accordance with my rules). I decided to create one invoice for their service to date and then bring the client into line in the new system (I can apply part payments, which is great). I'm just unsure which bits to edit - obviously the invoice lines to correct the date and amount. Should the invoice date and due date be changed - which one does the system use for reminders and suspension? What about the next due date? Should I change the first payment amount to be the balance on this ammended invoice? When applying payments, would WHMCS normally apply the transaction fees (I use WorldPay)? I know there's lots of questions, I'm keen to get on and learn this great new system. TiA 0 Quote Link to comment Share on other sites More sharing options...
bear Posted September 18, 2007 Share Posted September 18, 2007 I know there's lots of questions, I'm keen to get on and learn this great new system. You'd probably get better results asking this question by itself, or finding a topic that's related to the question(s) you have. This one is about migrating from a different billing system, and the issues with the import scripts. 0 Quote Link to comment Share on other sites More sharing options...
Zouch Posted September 18, 2007 Share Posted September 18, 2007 It's nothing to do with the import scripts - it's about generating invoices for customers. FWiW I'll copy and paste my questions... 0 Quote Link to comment Share on other sites More sharing options...
bear Posted September 18, 2007 Share Posted September 18, 2007 I'm looking at using the importers from multiple ClientExec and WHMAP installs to a single WHMCS I guess I was fooled by the specific mention of import scripts then. 0 Quote Link to comment Share on other sites More sharing options...
Zouch Posted September 18, 2007 Share Posted September 18, 2007 What's the best was to resolve billing history? I can create an invoice for past charges - I don't want to send hundreds of invoices out to clients, just to record their past billing in WHMCS. Was the part I was interested in. Ah well, I'll take it to the helpdesk and not work with other users. 0 Quote Link to comment Share on other sites More sharing options...
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