Modifying Service Invoicing: Scenario - Need Help

[jjsararas]

I sell a monthly service and invoices are sent monthly automatically. However I have a client that wanted to pay for 12 months up front. I want to keep the service running (even though there is no effective module doing anything), but I'd like to show a credit, and a 0 owing invoice sent each month. What would be the steps to accomplish this?

[Michael]

Let the client top up their account with credit. They click Make a payment, type it in the other value box, check out and it will auto add to the invoices when they are generated.

[jjsararas]

Oh ok they paid via etransfer, so I just go in and Record a Payment on the ($35) invoice, for the overpaid amount ($420), and the rest will just apply as credit to future invoices?

[Michael]

Oh ok they paid via etransfer, so I just go in and Record a Payment on the ($35) invoice, for the overpaid amount ($420), and the rest will just apply as credit to future invoices?

 

If you have made a payment type: Settings > System > General > Payment Types.

 

Then make one called etransfer.

 

Then go to their profile, click record payment then put in $420. Don't tick an invoice and click send email and save.

 

The cron will then apply the credit to the invoice and close it. After the invoices will be closed and apply the rest of the credit automatically.

[Blesta Addons]

If you have made a payment type: Settings > System > General > Payment Types.

 

Then make one called etransfer.

 

Then go to their profile, click record payment then put in $420. Don't tick an invoice and click send email and save.

 

The cron will then apply the credit to the invoice and close it. After the invoices will be closed and apply the rest of the credit automatically.

 

i think he should tick the "Automatically Apply Loose Credits" in settings - company - Billing/Payment .

[Michael]

i think he should tick the "Automatically Apply Loose Credits" in settings - company - Billing/Payment .

 

I believe that's ticked by default.

[jjsararas]

I checked and it is ticked by default. Looks like the cron took care of the invoice as expected. Thanks a lot for your help Mike!