Re: [Emerald] Billing New people

montesite ( (no email) )
Thu, 11 Mar 1999 16:03:40 -0800

Our billing is actually still on another machine. We are using two
different systems until we get comfy with Emerald. My billing person was
just wondering how to handle it since she is still generating the Invoices
through " Business Works". She is more scared to do soemthing wrong than
anything I believe. That is why she asked.
-----Original Message-----
From: Dale E. Reed Jr. <daler@iea-software.com>
To: emerald@iea-software.com <emerald@iea-software.com>
Date: Thursday, March 11, 1999 3:56 PM
Subject: Re: [Emerald] Billing New people

>
>
>"Geoffrey L. Scully" wrote:
>>
>> O.K. I'm entering payments into Emerald for monthly service.
>> But on some of these deposits we have new accounts which include
>> activation fees and pro-rated charges based on their signup date. When
>> you ran billing these people weren't included in the cycle and no
>> starting invoice was made for them in Emerald. Do I enter these payments
>> anyway to begin their history accurately (which may give them a deposit
>> amount on their account that isn't accounted for in Emerald, though it
>> IS in Business Works), or do I skip entering those particular payments
>> until we start generating a startup invoice in Emerald for new signups?
>
>Why didn't it create an intially invoice for the customer? The pro-rate
>and signup charges should appear on the first invoice, that should be
>ready to be generated via either the invoice next term (if you need
>it immedaitely) or the batch process.
>
>--
>
>Dale E. Reed Jr. Emerald and RadiusNT
>__________________________________________
>IEA Software, Inc. www.iea-software.com
>
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