Quarterly or Yearly Billing


#1

How does one setup a customer for quarterly or yearly billing?


#2

Under the ‘Parameters’ section of the financial tab, set the ‘Months to Bill’ to the number of months to bill at a time. Quarterly would be 3, yearly 12. Make sure their ‘Next Bill Date’ is the next date you want the multi-month bill to generate.


#3

Well I found it but it is really confusing.

“Months to bill” should be on a per-service basis, not on the customer entirely.

Think about these examples:

I bill a customer monthly for internet, voip, and webhosting but I bill the customer yearly for a domain renewal.

I bill a customer monthly for internet but yearly for webhosting(because we offer a discount for yearly).


#4

Yeah, I have this on the list for future enhancement - it’s not possible today though.


#5

I think for now we’ll have to manually keep track and make one-time invoices for domain renewals and yearly services.


#6

Hopefully only once - I’ll get to as soon as I can.


#7

We ran into similar issues with ‘other’ billing systems. Our solution was to roll the domain fee into the monthly fee. For example $1.50/mnth domain management and renewal.

It is obviously not ideal if your customers are continuously changing/cancelling domains, but for us most of our hosting clients are established business that we have had long term relationships with. Yes while I am paying on a per year basis for renewal and run the risk of them cancelling and me loosing out on a few dollars it is a risk I am willing to take to save the headache of tracking all the different renewal dates and billing on a per customer per domain basis.

That and it is easy when they call and ask if they can add a domain I just say sure it is an extra $1.50/mnth


#8

Although I can set the months to bill to 3 (quarterly billing), I’m unable to set the next bill date to quarterly. It defaults to the next month which means I need to keep track of this separately and adjust manually each quarter. Something to consider when making other changes. Thanks


#9

This is not how it should work. Please reach out to support and they can help you set this up so that the next bill date is pushed out by 3 months each time billing runs.