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did not get the concept of billable items


jnet

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sorry guys help me out with this

 

I have a client he is my friend I give him 50% discount

has so many Items with me and can't set up products for him for every thing

he has to pay on yearly basis ( every year)

 

Can I use just billable Item put the fee there and set it so that

every year he is invoiced?

 

and a little help how to set it up is very much appreciated.

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Another option is create an invoice and set the due date of the invoice to the future date when he pays. That way you can continuously add products in the course of the year to the same invoice and have it bill automatically on the due date.

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well I am sorry I am confused I wish there was a video tutorial.

 

Can any body please be kind enough to just tell me the settings for

 

 

Name: blabla service

pays todays

has to pay every year.

 

in this case:

 

Invoice Action:Recur Every 1 year

(Next) Due Date: 20010?

or tomorrow? because I want to receive the fee tomorrow and want to make sure next year his is invoiced as well automatically

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well I am sorry I am confused I wish there was a video tutorial.

 

Can any body please be kind enough to just tell me the settings for

 

 

Name: blabla service

pays todays

has to pay every year.

 

in this case:

 

Invoice Action:Recur Every 1 year

(Next) Due Date: 20010?

or tomorrow? because I want to receive the fee tomorrow and want to make sure next year his is invoiced as well automatically

 

login into your WHMCS admin area

 

open clients profile

 

create billable item as attached so recurred every year

 

create invoice for instant due payment

test5.jpg

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  • 2 months later...

can this suggestion be automated.

 

If we assume that it is best to charge a customer one day a month/year/etc.

If products are added or upgraded we need a way to authorize the prorata amount (any difference between order date and next billing date) and then either (a) add this to next charge (preferable for monthly recurring) or (b) charge for prorata to next charge date (preferable for quarterly/yearly), and then adjust recurring charge to reflect new product selection.

 

The key thing is we don't want separate charges for different items, but want single charge even if to pay for multiple invoices, or a way for different services to automatically merge to a single recurring invoice, with one emailed invoice, and one charge against paypal/gateway. (Not least because paypal/gateways have per charging transaction fees).

 

I foresee one problem: 3rd party payment gateway will need to accept adjusted recurring charge (not a problem for CC stored in WHMCS, but a problem perhaps with Paypal).

 

I hope i have articulated clearly what seems to be a common concern, seen in a search of these posts.

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  • 2 months later...

What is the "Invoice Count" on the Billable Item configuration screen?

 

And how can I see a client's billable item on his summary page? I can see on Admin's main page there is an Uninvoiced Billable Items entry. I'd like to have that on the client's summary page. The variable used in the admin homepage $stats.billableitems.uninvoiced doesn't work on the summary page. What to use instead?

 

TIA

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