LifeGuard Posted January 19, 2007 Share Posted January 19, 2007 This will be my first time pro-rating... I'm going to start the pro-rating with all new customers... But I'm a little confused, what do you all have your settings setup as. * Prorata Date ____ Enter the day of the month you want to charge on * Charge Next Month ____ Enter the day of the month after which point the following month will also be charged for with the first payment What does everyone use here so I know more or less what settings to use. Thanks in advance. 0 Quote Link to comment Share on other sites More sharing options...
welch Posted January 19, 2007 Share Posted January 19, 2007 Pro rated billing means you can pick a day, any day you would like and makes sense to charge. So essentially, you will have one day, and it will bill cycle. As for the charge next month, make it a relativly close if you want to bill in advance or far to bill services used. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS CEO Matt Posted January 19, 2007 WHMCS CEO Share Posted January 19, 2007 It's all explained in the manual: http://v3manual.whmcs.com/?id=93 0 Quote Link to comment Share on other sites More sharing options...
LifeGuard Posted January 19, 2007 Author Share Posted January 19, 2007 Well I'd just like to know what everyone has so on theirs so my settings can be some what similar. 0 Quote Link to comment Share on other sites More sharing options...
Iceman Posted April 18, 2007 Share Posted April 18, 2007 It's all explained in the manual: http://v3manual.whmcs.com/?id=93 Hi Matt, This is a little confusing in the Manual: ... For example, if you set the charge next month field to 20, if a client orders on the 19th of the month a product with a cost of $30 they will be billed $15 on the date of order and then $30 each month on the 1st. However, if a client orders on the 20th of the month, they would be billed $10 to take it until the 1st of the next month and then the whole next month as the date of order is after the charge next month date so their total first payment would be $40 and they would then be billed $30 a month starting the 1st of the month in 2 months time. Where/how is the $15 calculated? If there are 30 days in that month isnt the prorata amount $30x (30-19)/30 = $11 ? Is this an error in the manual or have I possibly misunderstood how the prorata billing works? :-D Cheers, Paul 0 Quote Link to comment Share on other sites More sharing options...
Ulysses Posted May 9, 2007 Share Posted May 9, 2007 Not happening for me. Product: $120 Billing Cycle: Annual Recurring: Yes Settings Prorata Billing: Tick ("check" to some) Prorata Date: 1 Charge Next Month: 21 Todays Date: 9 May 07 Order Received First Payment Amount: $120 Recurring Amount: $120 Billing Cycle: Annually Next Due Date: 09/05/2007 Basically, it's wrong. After the first charge, we only bill on the 1st of the month. So, the prorata amount is not there, and the next bill is wrong. I don't think I missed any tick or check or some other required option. Not happy Jan! (Jan? it's an AU thing) 0 Quote Link to comment Share on other sites More sharing options...
Sebastian Posted May 9, 2007 Share Posted May 9, 2007 In relation to this topic: I haven't had pro-rata enabled, and thus have clients billed throughout the month. I'd like to keep it like that for existing clients. Therefore, I just wanted to confirm that ticking the pro-rata box only affected new orders - am I right? Much appreciated. 0 Quote Link to comment Share on other sites More sharing options...
Ulysses Posted May 10, 2007 Share Posted May 10, 2007 Grrrr! It just did it again. Another annual order and wrong next bill date and wrong amount. What's the fix here? Anyone??? 0 Quote Link to comment Share on other sites More sharing options...
Iceman Posted May 10, 2007 Share Posted May 10, 2007 Grrrr! It just did it again. Another annual order and wrong next bill date and wrong amount. What's the fix here? Anyone??? Submit a Support Ticket. It may be a quick fix. Cheers, Paul 0 Quote Link to comment Share on other sites More sharing options...
joe123 Posted May 10, 2007 Share Posted May 10, 2007 Grrrr! It just did it again. Another annual order and wrong next bill date and wrong amount. What's the fix here? Anyone??? Prorata works only for monthly payments , NOT annual payments . is it supposed to work with annual payments now? last time i talked about it , it was meant only for monthly payments. 0 Quote Link to comment Share on other sites More sharing options...
Iceman Posted May 10, 2007 Share Posted May 10, 2007 Prorata works only for monthly payments , NOT annual payments . is it supposed to work with annual payments now? last time i talked about it , it was meant only for monthly payments. yes I think you are right. I didnt even think about that. But hey, the way we do things, anyone that pays for a year with us doesnt need to get pro-rata'd, its only our monthly clients. I just wish we could SET the pro-rata date for each client for their monthly payments. i.e their first date will be their future prorata date. Their next sign ups will be prorata to their first signup date. Cheers, Paul 0 Quote Link to comment Share on other sites More sharing options...
Ulysses Posted May 10, 2007 Share Posted May 10, 2007 Aha! So, AFTER the client has received the auto emails telling him/her the WRONG next bill date, if we MANUALLY changed the next bill date to the 1st of month (for the following year), then apart from CONFUSING everybody, do you recon the script will actually bill on the correct revised date the next year? Hope so. Just having a dig at the "lion tamers" in the back room who scripted the accounting into the program. This is in fact a really nice script, full of nice surprises. The main reason I like this script is because I hate accounts and invoicing and tax and banks and merchants and all the paperwork it creates. And this script replaces a lot of paperwork. 0 Quote Link to comment Share on other sites More sharing options...
joe123 Posted May 10, 2007 Share Posted May 10, 2007 Aha! So, AFTER the client has received the auto emails telling him/her the WRONG next bill date, if we MANUALLY changed the next bill date to the 1st of month (for the following year), then apart from CONFUSING everybody, do you recon the script will actually bill on the correct revised date the next year? Hope so. sure , it will bill the clients on the date you manually entered , the script does not go back and read the emails sent to clients before generating invoices 0 Quote Link to comment Share on other sites More sharing options...
milomaxwell Posted May 11, 2007 Share Posted May 11, 2007 I just encountered the same problem with quarterly billing - pro-rata doesn't seems to work at all for those. 0 Quote Link to comment Share on other sites More sharing options...
DataHosts Posted May 11, 2007 Share Posted May 11, 2007 Please submit a ticket to Matt with what you have found, and a good description of this. He will investigate this for you. 0 Quote Link to comment Share on other sites More sharing options...
DataHosts Posted May 11, 2007 Share Posted May 11, 2007 *****MOVED TO TECHNICAL DUE TO NATURE OF POST***** 0 Quote Link to comment Share on other sites More sharing options...
Iceman Posted May 11, 2007 Share Posted May 11, 2007 I just encountered the same problem with quarterly billing - pro-rata doesn't seems to work at all for those. Once again though, isnt prorata ONLY for monthly accounts? Cheers, Paul 0 Quote Link to comment Share on other sites More sharing options...
Ulysses Posted May 11, 2007 Share Posted May 11, 2007 Simplest immediate solution is to put an asterix next to Enable Prorate such as:- * Only applies to monthly billing Then someone can take time make it work on other periods if they want to. 0 Quote Link to comment Share on other sites More sharing options...
phillyshark Posted August 23, 2007 Share Posted August 23, 2007 Has anyone found a solution to this yet? I invoice my clients monthly by credit card or quarterly by "mail in payment". My problem is when someone signs up and orders quarterly hosting the amount charged is correct but on the invoice description it states (08/22/2007 - 09/30/2007), only the next month and not the next 3 months. Should read (08/22/2007 - 11/30/2007). I've tested all of the Prorata options possible but can not come up with the correct posted dates. I know I can change the dates manually, but worry the same thing will occur after the next invoice is posted in three months. 0 Quote Link to comment Share on other sites More sharing options...
WHMCS CEO Matt Posted August 23, 2007 WHMCS CEO Share Posted August 23, 2007 Open a ticket as this post was 3 months ago. It shouldn't be doing it now. Matt 0 Quote Link to comment Share on other sites More sharing options...
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