Inactive Or Fraud Clients Still Being Invoiced

[mindlash]

Good morning.

 

I know there is an option to not bill clients who's service is 'suspended', however what is the point of having 'Inactive' or 'Fraud' as a client setting if it continues to invoice them?

 

I have about 8 clients that I have set to either Fraud or Inactive that I would love to:
A) keep them for records sake, but prevent them from being invoiced, and

have their outstanding invoices either removed or hidden from reports -- As this skews my cashflow expectations considerably

 

Any advice?

 

Thanks.

[Paul]

Why not cancel any active services, and void any open invoices?

[Michael]

Why not cancel any active services, and void any open invoices?

 

That's what I do haha

[Daniel B]

That's what I do as well...but, mindlash does have a point...

 

what is the purpose of even bothering to set a client to inactive if it doesn't automatically set all of the services/invoices to inactive/cancelled as well?...why do 3 steps instead of 1?

[Paul]

That's what I do as well...but, mindlash does have a point...

 

what is the purpose of even bothering to set a client to inactive if it doesn't automatically set all of the services/invoices to inactive/cancelled as well?...why do 3 steps instead of 1?

 

We have to make a lot of assumptions if we start voiding invoices and cancelling services. To start, cancelling a service would be immediate and permanent. If you accidentally mark the client as inactive, you've done something potentially disastrous. If we void an invoice that had a partial payment, that difference is then returned as a credit.

 

If we do none of this, but simply stop billing people with active services whos accounts are marked inactive or fraud, and the account becomes active again later -- those services will be back billed from the time the account was made inactive.

 

So, the simplest, most straight forward way to handle it is to manually void and cancel. Marking the client inactive or fraud prevents them from logging in, and designates the account as such in the system. We want to leave you with control over how to handle any open invoices and active services.

[Michael]

We have to make a lot of assumptions if we start voiding invoices and cancelling services. To start, cancelling a service would be immediate and permanent. If you accidentally mark the client as inactive, you've done something potentially disastrous. If we void an invoice that had a partial payment, that difference is then returned as a credit.

 

If we do none of this, but simply stop billing people with active services whos accounts are marked inactive or fraud, and the account becomes active again later -- those services will be back billed from the time the account was made inactive.

 

So, the simplest, most straight forward way to handle it is to manually void and cancel. Marking the client inactive or fraud prevents them from logging in, and designates the account as such in the system. We want to leave you with control over how to handle any open invoices and active services.

 

I agree with you mate, you have to go through the options to get back to active. You don't want to cancel the service when you try to go back to active.

 

But I would like a Banned status, which stops them ordering more & opening tickets. (automatically) but when you click active they can once more order / open tickets. http://www.blesta.com/forums/index.php?/topic/1302-banned-status/

[Daniel B]

We have to make a lot of assumptions if we start voiding invoices and cancelling services. To start, cancelling a service would be immediate and permanent. If you accidentally mark the client as inactive, you've done something potentially disastrous. If we void an invoice that had a partial payment, that difference is then returned as a credit.

 

If we do none of this, but simply stop billing people with active services whos accounts are marked inactive or fraud, and the account becomes active again later -- those services will be back billed from the time the account was made inactive.

 

So, the simplest, most straight forward way to handle it is to manually void and cancel. Marking the client inactive or fraud prevents them from logging in, and designates the account as such in the system. We want to leave you with control over how to handle any open invoices and active services.

 

very good points that I didn't think about .  Maybe when you click to deactivate a client it could pop up a menu/page that lists all of their active services/invoices and you can select which ones to leave as is or to cancel/suspend.  That might be a good way to do it as well (for those like the op that didn't realize they should do so manually).

 

Certainly not a high priority since it can already be done manually...but would be a good bonus for low priority addition