Here is our procedure: 1. Invoice customer for Install+1 month Service. (ex.: Feb, 22) 2. Bill Customer for 1st Invoice upon completion of installation. (ex: Feb, 22) 3. Create/Send 2nd prorated invoice. (ex: Feb, 22 - for service date of March 22 - April 1) 4. Create/Send 3rd Invoice. (ex: Sent March 7th - for service date of April 1st - May 1st) 5. Bill customer for 2nd prorated invoice upon exp date. (ex: March 21) 6. Bill customer for 3rd Invoice. (ex: March 31) First problem is with the 3rd invoice. When it gets created/sent, it puts the due date as the same date that it is created/sent, when it really should be for the 1st of the following month. It also shows a previous balance of both the second and current invoices. Second issue is with when we bill for the the 2nd (prorated) invoice. It tries to bill for the total of the 2nd and 3rd invoices.
If you open up the invoice detail window, in the Due Date field is it set to the date the invoice was created, or is that field blank when you look at it?
Okay.... in that case the due date is going to be based on the customer's expiration date (which is the date they have paid for service up through). Under Maintenance & Preferences -> General Preferences -> Invoicing There is a setting for Adjust Due Date xxx Days Compared To Expiration Date