Year Invoicing

storallgsa

Hi Everyone!

So, I have a lot of customers who pay yearly. So far, for the past (almost) year that I have been running SiteLink at my facility, I have been creating their invoices manually because I haven't figured out how to have a yearly invoice automatically generated.

Any tips on this would be greatly appreciated. Thanks.

Ana

Did you receive assistance with this ?

AnitaJohnson1269

In the Ledger Settings, top Left corner is where you can change the billing period from monthly to quarterly, semi yearly, yearly, etc. 

Sue_C

AnitaJohnson1269 said:

In the Ledger Settings, top Left corner is where you can change the billing period from monthly to quarterly, semi yearly, yearly, etc. 

MegumiM

@Sue_Community We do a 12th month free special for those who do this. Would the invoice automatically include this discount or would we have to manually do this?

AnitaJohnson1269

I think it depends on how it is set up.  If it is set as a recurring discount (like military, employee, etc) then I believe it would reflect on the invoice.  If it is set up in the adjustments (like a coupon or referral fee) then it will have to be added when you take payments. 

JulieA

MegumiM said:

@Sue_Community We do a 12th month free special for those who do this. Would the invoice automatically include this discount or would we have to manually do this?

  I would love to find a way to do this.  We have quit offering our prepay discounts because we haven't been able to find an easy way to do it in SL.  Semi Annual pay for 5 1/2 months get 6.  Annual pay for 11 months get 12. 

skinman

Whoever has administrative functions can add whatever rent discount plans you want to offer... Then when an existing customer pays, you just go into edit charges and payments when they are paying and select the discount plan you want. if you don't want to add the discounts to sitelink all you have to do is create future charges and give a credit for the last month/partial month and take their payment.

JulieA

I haven't found a way to create a discount plan for mine.  I have asked support.