We currently have everyone billing on all sorts of different days depending on when they signed up, etc...... do most of you do one single billing cycle, like the 1st? Shawn, how can I switch to that without causing total chaos? Maybe so all invoices were on the 1st and all billing was on the 15th?
You could setup the auto-prorating (under the invoicing preferences) to prorate everyone to a specific day of the month (that isn't already on that day).
So everyones next invoice would then be for just enough to get them to that day and from then on they'd get normal 1 month invoices? If they normally are good until the 14th they'd get an invoice for 1 day if I were trying to get everyone on the 15th? What about 2 times a month? Does Opti handle that? Like the 1st or the 15th?
Correct... it would invoice them for just the amount needed to get them to that day. It is for a specific day of the month (not two different days).
We keep our billing cycle on the first, but don't have FileMaker set up to auto-prorate. We have FM ask on the Create New Invoice "Do you want to pro-rate this invoice?" We'll only send out a pro-rated invoice if they're still due when our billing cycle comes around. That way if someone sends their payment early (which many do) for the full month we'll post it for a full month still and it doesn't cause confusion for the customer; just for us