Re: [Emerald] New customers

Dale E. Reed Jr. ( (no email) )
Fri, 10 Sep 1999 13:42:42 -0700

David Routh wrote:
> >> We're starting from scratch adding customers in Emerald. We've got several
> >> customers that are paid to say the 5th of the month, say 10/5/99. When we
> >> add them to Emerald, we're doing Monthly Billing with Monthly Pay Period,
> >> it places them as Billed Thru 10/01/99 and expire 10/01/99... We delete the
> >> charges that are initially created (the setup charge and prorated month).
> >>
> >> How can we make Emerald understand they are paid thru 10/05/99 so that when
> >> we create invoices in October it will prorate the first invoice.
> >
> >You need to change the Billing Cycle from Monthly (which is forcing the
> >first of the month) to anniversary.
> OK, but what I really want is to have them on Monthly.... I thought
> Anniversary would invoice them each month based on their anniversary date.
> Would it be best to simply set the Billed Thru and Expire Date as 11/01/99
> and then manually create (I'm assuming this can be done) the first invoice
> and prorate it ourselves.

Monthly means they get invoiced on monthly boundaries. That would
be the correct thing to do.


Dale E. Reed Jr. Emerald and RadiusNT__________________________________________IEA Software, Inc.

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