We are close to our first billing cycle, and have so far signed up everyone with their first month free using an offer code. I've changed the invoice date in the accounts section of the general prefrences to see what the Invoicing would look like, and it shows an invoicing of $19.95 for the accounts. I would like to have their first invoice only be prorated to the end of the month, for example, somone that signed up on the 15th of december would be invoiced on Jan 2nd (14 days set in account prefs), for only the remainder of Jan, (15th-Feb1) then we will reinvoice 14 days before their account expires again for Febuary, then they will be on the same cycle as everyone else. What and where do Ineed to modify my settings to achieve this setup? Zack
You shouldn't need to do anything special other than turn on the option to auto-prorate generated invoices. It doesn't matter what month they are on, it will look at their expiration date and if their day is different than what you have it set to prorate to, it will create a prorated invoice.
Was the invoice created with the "Generate Invoices" option? Also, did you confirm the products are proratable and the preferences to do the proration are turned on?
clicked generate invoices, billng cycle items are proratable, where are the prefrences to do the proration? I have under gen prefs, invoices, "auto prorate generated invoices" to yes. is there a switch that could override this setting?? Zack
No, that's it. How many total invoices were generated when you ran Generate Invoices on the main menu?
15 out of 70 or so accounts. I have 18 days in gen prefs, accounts, account types, column 1. we were going to go 14 days, but with the holidays aproaching I wanted to get bills mailed out a little early. What do I have set wrong??? Zack
What if you try to prorate an invoice manually (just curious if it's the proration logic or something else)? Pull up an existing one, and you should be able to prorate it.
I went to an account, clicked new invoice, it asked me if I wanted to add the billing cycle, clicked yes, then asked if I wanted to prorate, I clicked yes, and the invoice came out just as I wanted it to. Have any ideas on what could be causing this? Zack
nope, just grabed an account that hasn't showed up anywhere before, hes under the 18 days before expiration that I had set. just for giggles, I went back to Generate invoices button, all showed $19.95 or $99.00, then hit cancel, hit cust info (only shows found set) then hit new invoice, and it asks to prorate, hit yes, works fine.. ??
The proration is only applied once the invoices are being generated, not on the list of customers to be invoiced.
sorry to be such an a** on that... I went through, omited everyone but 1 account, hit invoice and it came out right.. I didn't understend that the list was not the acctual amount that would show up. my apologies for wasting your time. Thanks for the help