[Emerald] Invoice Next Term

Ed and Kathy Tate ( (no email) )
Sun, 28 Mar 1999 05:30:36 -0800

We upgraded to 2.5.261 about 2 weeks ago. All of our billing is renewal
billing. I found out through the list that 'Invoice Next Term' will only
work with balance forward billing in this version. In order for my customer
service reps to create invoices for new customers during the week, I leave
the billing cycle set to 'balance forward', then on the day I bill, I change
the cycle to 'renewal' before batch billing.

This is not working. First, the new customers are getting setup with the
expire date blank. Second, I cannot tell what billing is doing but it is
not renewal billing. I am NOT using 'autobatch'. I select renewal and
input the expiredate through which I want to select accounts for billing. I
am also set up for 'incremental' batch, which previously, selected all
accounts with expiredates from the beginning of the month selected up to the
current date entered.

I can make no rhyme or reason what I am actually getting but I have a mess.
Will there be another release soon to fix the 'Invoice Next Term' problem
with renewal billing? Are expire dates supposed to be blank with 'balance
forward' invoicing? Does incremental batch still work? Please let me know
what the current status of renewal billing is.

Thank you.

Kathy Tate
OnlineMac
McMinnville, OR

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