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Two Billing Cycles

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  • Two Billing Cycles

    Is there a way that I can setup two types of billing cycles without effecting the autobilling?

    For example, I want to send out the flat monthly rate people their bills at the first part of the month, they are setup in the autobilling. *Then, any other customers that I provide service for I want to bill them around the 15th of the month. *This way money is always flowing in. *

    But how can I do this, without effecting the autobilling feature? Basically for it won't do two autobilling; once at the first part of the month, and once again the 15th.

  • #2
    Hi tiedeman,

    You could set up your billing categories to have some customers in an end of the month billing category and then others in a mid month billing category.

    Then when you generate your invoices, choose which customer category you would like to generate invoices for.

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    • #3
      Now I can just do that by going into the customer area, click on the customer tab, and move the customers into what billing category I want? Even add new categories?

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      • #4
        Yes.

        Here is more training to help.

        Go to the customer FAQ and scroll to the bottom. There is a FAQ on customer categories.

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        • #5
          thanks appreciate it

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