RE: [Emerald] Invoice Next Term

Ed and Kathy Tate ( (no email) )
Tue, 30 Mar 1999 08:50:08 -0800

I downloaded the only version of Emerald that was/is available and the
version number on the Emerald banner is 2.5.261. Invoice Next Term does
work if the default billing cycle is set to balance forward. I would take
..227 if it worked better than this but I don't see where it is.

Dale or someone at IEA, could you please address my questions or help us in
some way. Billing is not working and we need some answers.

Thank you.

Kathy Tate
OnlineMac
McMinnville, OR

-----Original Message-----
From: emerald-request@iea-software.com
[mailto:emerald-request@iea-software.com]On Behalf Of Ronnie D. Franklin
Sent: Monday, March 29, 1999 3:14 PM
To: emerald@iea-software.com
Subject: RE: [Emerald] Invoice Next Term

Invoice Next Term is broke on everything past 2.5.227.... 227 works fine.

> -----Original Message-----
> From: emerald-request@iea-software.com
> [mailto:emerald-request@iea-software.com]On Behalf Of Ed and Kathy Tate
> Sent: Sunday, March 28, 1999 7:31 AM
> To: Emerald Mailing List (E-mail)
> Subject: [Emerald] Invoice Next Term
>
>
> 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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