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Invoice & payment conditions per service

Pierre Faniel shared this idea 9 months ago
Under Consideration

In the WHMCS application, the billing and payment rules are defined at the level of the global setup of the application, once

and for all the products / services, regardless of the products / services.

Still, being a reseller of services produced by different companies, billing and payment rules could vary from one company to another and even from one service to another.

I asked the WHMCS support if it is possible to manage billing and payment rules on a “per service” basis.

Concretely, I illustrate this with two examples:

1. if a company A offers a free trial period of 14 days and then applies a periodic payment system where the due date is the anniversary date of the subscription less 5 days, WHMCS should give me, as a reseller, the possibility to configure the invoicing lifecycle as follows:

o At the subscription date: generation of a first invoice whose due date is the subscription date + 14 days and the invoice date is the subscription date.

o On each anniversary date of the subscription less 5 days: generation of an invoice whose due date is the anniversary date of the subscription and the invoice date is the anniversary date of the subscription less 5 days (or the due date)

2. if a company B offers a free trial period of 30 days and then applies a periodic payment system where the due date is the anniversary date of the subscription less 8 days, WHMCS should give me, as a reseller, the possibility to configure the invoicing lifecycle as follows:

o At the subscription date: generation of a first invoice whose due date is the subscription date + 30 days and the invoice date is the subscription date.

o On each anniversary date of the subscription less 8 days: generation of an invoice whose due date is the anniversary date of the subscription and the invoice date is the anniversary date of the subscription less 8 days (or the due date).

In conclusion, my request is that the invoicing and payment rules should be defined at the level of the product / service level (and not only at the level of the WHMCS global setup) as follows:

· A part where the invoicing rules are defined at the subscription date: the reseller defines the starting conditions by

o Defining the invoice due date,

o Defining the invoice date,

· A part where the invoicing rules are defined the anniversary dates of the subscription day: the reseller defines the recurrent conditions by

o Defining the invoice due date (I think that this date should be the anniversary dates of the subscription day, but I am not sure that this is the only possibility),

o Defining the invoice date as the invoice due date less N days where N is a parameter chosen by the reseller.

Kind regards

Pierre Faniel

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