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Forward billing Suspend SnowBird clients pause and don't invoice how?

Forward billing Suspend SnowBird clients pause and don't invoice how? 

 

 

We have clients that leave for the winter

 

we want to suspend them the day they leave then unsuspend them the day they get back

 

and only charge for unsuspended days

 

how can we do this?

 

the suspension how to is making me thing UCRM is still going to invoice suspended accounts

Ubiquiti Employee
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Re: Forward billing Suspend SnowBird clients pause and don't invoice how?

Yes, the invoicing continues by default for all suspended clients. The suspension is primarily intended for delinquents (not for pausing the service billing). I suggest you rather "end the service" and then "reactivate the service", Moreover, you can also configure the reactivation at any time in advance. And you can do both these actions in the middle of the period (prorating will be used automatically)

 

Note that it is possible to suppress the billing but only for whole periods (not just days), and only for Backward invoicing (because in forward invoicing the system can't be sure whether the suspension ends or not):

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Re: Forward billing Suspend SnowBird clients pause and don't invoice how?

It's currently January first, 2019.  We have a Client that wants Suspend their service today until their return at some point in the future.

 

We bill forward and send out the invoices seven days before the end of the month.

 

So we're expecting that they will not be invoiced seven days before the end of January because we have 'Ended' their service.

 

If they came back at wanted their service turned back on two days before the end of January can we force an invoice to be emailed then?

 

It is kind of nice that this will automatically be prorated.  Since they have paid ahead for January and we shut off their service today do they have a prorated credit for the rest of the month that will be reflected automatically in the next invoice.

 

Invoicing should be straightforward, but we sure end up with lots of exceptions!

 

Thanks!

 

 

 

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Ubiquiti Employee
Posts: 3,810
Registered: ‎12-10-2015
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Re: Forward billing Suspend SnowBird clients pause and don't invoice how?

@JWW

If they came back at wanted their service turned back on two days before the end of January can we force an invoice to be emailed then?

Yes, if you reactivate the service 2 days before January, the next day system detects there is s service period which should be invoiced, so the invoice will be created. You can also trigger the detection on the same day by a button above the invoice grid.

 

The invoicing is fully automatic. However, in some cases, you may need to do some related actions manually. For example, when there is already paid invoice in "forward billing" and you end the service in the middle of that already paid period, like in your case on 1st Jan, UCRM doesn't modify the existing invoice or the payment. You need to do this manually if you want,

 

For example: detach the payment from the invoice, which increases the client's credit, and delete the existing invoice for Jan. Consequently, the system detects an unpaid period for the beginning of Jan (from 1st till the day of service termination) and again, it will be invoiced the next day or you can trigger this invoicing manually by the button.

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