Uh, you only need to add the services the customer has once. Set their billing date to an old date first, then generate those old past due invoices, then set it to the current billing date and generate the current invoice. By generating the current invoice after you have generate the old invoices, it will include the past due amounts from the old invoices automatically.
Paul On 6/19/07, Jack Martin <[EMAIL PROTECTED]> wrote: > So are you saying add the service with the past due amounts and email the > invoices, then go back in and create a new service for the customers with > the new service. I assume I would set the billing date as I created the > customer - setting it to start 6/1. Is that right? > > -----Original Message----- > From: [EMAIL PROTECTED] > [mailto:[EMAIL PROTECTED] On Behalf Of Paul Yasi > Sent: Tuesday, June 19, 2007 6:02 PM > To: For users of CitrusDB discussion > Subject: Re: [Citrusdb-users] Account setup > > Yes, this is possible. You would need to add a prorate service with a > measured usage amount equal to the dollar amount you want to charge, then > put the info about the charge in the description, eg: period covered and > service. The invoice will still say July1 to Aug1, and then that service > item will say it's for watever you put in the description, say "Example > Service 5/1 - 7/1" > > Or if they are really past due, you can create invoices for them with old > dates first, just use the invoice tool to create invoice for that one > billing ID, you don't even have to really print it, just generate it, and > then when you print the current invoice it will have the past due amounts on > them. > > Paul > > On 6/18/07, Jack Martin <[EMAIL PROTECTED]> wrote: > > > > > > > > > > OK - Here is my problem. I am sure it is easy, and I am just having > > troubles getting my head wrapped around it. I create customers - add > > the service, and setup billing with a default of July 1 (in the future > > obviously), but I need to add a charge for previous months service to > > catch the accounts up. This will be a one time fee - like say 2 > > months worth of service that a customer is past due. I want to add > > that service and bill that amount immediately - via email invoice - > > and not show the billing for 7/1. Does that make sense? > > > > Jack D. Martin, Jr. > > > > Wireless Internet Service Providers LLC [EMAIL PROTECTED] > > P.O. Box 278 Oilton, OK 74052 > > (918) 862-1065 > > (918) 605-9552 cellular > > > > When you make a mistake, there are only three things you should ever > > do about it: 1. Admit it. 2. Learn from it, and 3. Don't repeat it. - > > Paul "Bear" Bryant > > > > ---------------------------------------------------------------------- > > --- This SF.net email is sponsored by DB2 Express Download DB2 Express > > C - the FREE version of DB2 express and take control of your XML. No > > limits. Just data. Click to get it now. > > http://sourceforge.net/powerbar/db2/ > > _______________________________________________ > > Citrusdb-users mailing list > > Citrusdb-users@lists.sourceforge.net > > https://lists.sourceforge.net/lists/listinfo/citrusdb-users > > > > > > > -- > The CitrusDB Project | http://www.citrusdb.org Open Source Customer Care & > Billing System > > ------------------------------------------------------------------------- > This SF.net email is sponsored by DB2 Express Download DB2 Express C - the > FREE version of DB2 express and take control of your XML. No limits. Just > data. Click to get it now. > http://sourceforge.net/powerbar/db2/ > _______________________________________________ > Citrusdb-users mailing list > Citrusdb-users@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/citrusdb-users > > > ------------------------------------------------------------------------- > This SF.net email is sponsored by DB2 Express > Download DB2 Express C - the FREE version of DB2 express and take > control of your XML. No limits. Just data. Click to get it now. > http://sourceforge.net/powerbar/db2/ > _______________________________________________ > Citrusdb-users mailing list > Citrusdb-users@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/citrusdb-users > -- The CitrusDB Project | http://www.citrusdb.org Open Source Customer Care & Billing System ------------------------------------------------------------------------- This SF.net email is sponsored by DB2 Express Download DB2 Express C - the FREE version of DB2 express and take control of your XML. No limits. Just data. Click to get it now. http://sourceforge.net/powerbar/db2/ _______________________________________________ Citrusdb-users mailing list Citrusdb-users@lists.sourceforge.net https://lists.sourceforge.net/lists/listinfo/citrusdb-users
