Re: Billing Renewals

Adam Greene ( (no email) )
Mon, 25 May 1998 13:36:54 -0400

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>> From everything that I have read when creating renewals we should be =
able
>> to enter a Date in the Future and all accounts that expire in that =
period
>> of time would create renewal Bills. My problem is I put the expiry =
date
in
>> for 06/06/98 and it creates ALL renewals right to the end of June. As =
I
>> asked earlier I thought this would only create invoices to June 6.
>>
>> I have had this problem for a couple of months but this time made =
sure to
>> be extra careful. I must have to change some sort of default but =
where?

>If you are running 2.2 or later...
>
>Click on File, Preferences, Incremental Batch

If you select Incremental Batch mode, all accounts which expire from the
first of the month up to the date you enter on the batch tab will be
invoiced.

(If today is 5/25 and you enter 5/30/98 in the Date field, all accounts
expiring between 5/1/98 and 5/30/98 which have not been billed will be
billed)

Be careful, because if you enter a date in the following month, only
accounts which expire in that month will be billed.

(i.e. if today is 5/25 and you enter 6/10/98, only accounts expiring =
from
6/1/98-6/10/98 will be billed)

So, if you want to bill over a two-month period, two separate batches =
must
be run.

(i.e. if today is 5/25, first enter 5/31/98 and batch, then enter =
6/10/98
then batch)

Adam

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>> From everything that I have read when creating renewals we =should=20be able
>> to enter a Date in the Future and all accounts that =expire=20in that period
>> of time would create renewal Bills. My =problem is I=20put the expiry date
in
>> for 06/06/98 and it creates ALL =renewals=20right to the end of June. As I
>> asked earlier I thought this =would=20only create invoices to June 6.
>>
>> I have had this =problem=20for a couple of months but this time made sure to
>> be extra =careful.=20I must have to change some sort of default but where?


>If =you are=20running 2.2 or later...
>
>Click on File, Preferences, =Incremental=20Batch

If you select Incremental Batch mode, all accounts which =expire=20from the
first of the month up to the date you enter on the batch tab =will=20be
invoiced.

(If today is 5/25 and you enter 5/30/98 in the =Date=20field, all accounts
expiring between 5/1/98 and 5/30/98 which have =not been=20billed will be
billed)

Be careful, because if you enter a date =in the=20following month, only
accounts which expire in that month will be=20billed.

(i.e. if today is 5/25 and you enter 6/10/98, only =accounts=20expiring from
6/1/98-6/10/98 will be billed)

So, if you want =to bill=20over a two-month period, two separate batches must
be =run.

(i.e. if=20today is 5/25, first enter 5/31/98 and batch, then enter 6/10/98
then =batch)

Adam
 
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