Message-ID: <070c01c40c4d$e456b7c0$4300a8c0@monica> From: "Monica Zimmerman" <monicaz@pinehurst.net> Subject: [Emerald] temporary accounts Date: Wed, 17 Mar 2004 13:30:15 -0500
Hello,
Does anyone deal with people who come and go seasonally? If so, how do you
enter them into the system (Emerald 4.5.6) so that they just have to pay for
the entire time and not have recurring billing?
For example, they say they'll pay from today, March 17 through End of
October when they go back up north. Right now we'll just charge them for
that time and set their dates to October, etc. How can I have the system
calculate that amount they owe for that whole period at re-signup time?
Could I set the expire date to sept 30 and then create invoices? and then
should I do a cancel effective that date right now too so they're all set?
Or just do a point of sale for the service and be done with it? Just want
to automate this.
Another related question: If a customer is cancelled and expired, but
their record still says they can do remote login for customer access, can we
tell customers that quit that at any time they can login and resign-up by
making a payment there???
Thanks.