2 weeks ago
We have recently moved our billing platform to the UCRM. We love it! However, when we put in a recurring payment credit card with a payment date, the payment comes out the day before (i.e. the day the invoice is generated). We are using Authorize.net as our credit card portal. We assumed it was the credit card folks. But, when we called them, they said we (our UCRM) is giving them the day prior as the payment date. Has anyone else had this problem? If so, is there a solution? Thank you.
2 weeks ago
glad you like UCRM
Note that it is up to you or the client to set the day of the recurring payment while creating the subscription. By default, it's set to "today", but you can modify it.
However, even when the payment is created before the invoice is issued, there should be no problem. When a payment is received by UCRM while there is no related invoice yet, the payment is converted into client's credit. Then, the invoice will use the credit resulting in a "paid invoice status". Just make sure you didn't turn off the option "Use credit automatically" in the client's service settings.
2 weeks ago
For example recent transactions were set up for the first of the month and authorize.net took the payment on the 30th so these group of clients credit card was charged twice in one month. Payments set up for today were taken yesterday.
a week ago - last edited a week ago
@Syndemus please, check the subscriptions:
- is there more than 1 subscription set for the client?
- what is the subscription day?
What is your timezone set in UCRM (System > Settings > Localization)?
a week ago
This is happening to all of our clients. Most have only one subscription. We take payment on the day of installation, so we bill some, but not all customers each day. We are in Minnesota and time zone is set to (UTC-06:00) Central Time (US and Canada). We use: Billing cycle - Real days count. Billing period type - Forward. And, Billing period start day - today. It seems when we put in, for example, the 13th for the period start date, the cycle ends on the 12th of the following month. And from then on, Authorize.net wants payments on the 12th at 5pm. We have been adjusting by simply setting the start date to one day in the future, but there is no clear answer as to why this is occurring and if it is the UCRM that is even the issue.