#jamie-invoice-prebilling
quick lily
When you say you want the payment to go out with 30 days notice, what do you mean by that? The customer is just emailed 30 days before payment is processed?
vestal pine
Ideally we'd send an invoice that is open for 30 days that they have to go in and pay, and then afterwards it will autodraft for the remainder of the year
And then that would be automated to start over again the following year
does that make sense?
quick lily
So if they don't pay that invoice, then there would be no recurring payments, correct?
vestal pine
I'll confirm with the team but I think it would be ok if they autodrafted after still, the 30 days after that first invoice of the year went out would serve as notice to cancel as well
Also, love your username btw haha
quick lily
Thanks!
But yeah what you want to do is possible
Would need to know more specifics before providing a specific recommendation
But Subscriptions and maybe manually sending invoices is probably all you'll need
vestal pine
Ok I'll confirm with the team here and get back to you shortly!
quick lily
Sounds good. Also, are these monthly payments? And if so, will there be an autodrafted payment the same month that the 30 day invoice gets sent out? Or no autodrafted payment that month?
vestal pine
Monthly and quarterly payments, no autodraft for that first payment of the deal's new year
vestal pine
To fill you in on our end (hopefully this is a little more insight)
All of our deals are done on a per year basis
Some customers pay once for the whole year, some spread that out over every 3 months, and others spread it out monthly
We're trying to set up payments for some of our existing clients so it's more automated and hands off for renewals
If they pay once for the year it's easy to do as a subscription
We're running into troubles when it comes to those that want to pay quarterly and monthly increments
So if there was a way to automate so we wouldn't have to manually do so every year is what we are looking to do
We just have to follow that format of First deal, 30 days notice to pay, and then autodraft once a month there after
raw otterBOT
vestal pine
and then 30 days notice, autodrafts until it has been one year, 30 days notice, autodrafts, and so on and so on
quick lily
That makes sense. Just curious, why manually send them an invoice w/ 30 days notice at the beginning of successive years? Is it because price changes/can change?
vestal pine
Price would be the same, we just give them 30 days notice as notice of renewal at the start of the new billing year, and the first invoice serves as that
crude dock
jamie-invoice-prebilling
👋 just to be clear here you just want to send them an email about the "upcoming Invoice in 30 days" right?
vestal pine
The invoice itself would be notice they just have 30 days to pay the invoice where it remains open and they still have access to our platform
crude dock
Ah so you do want the Invoice to be issued 30 days in advance, it's not just a heads up, they can pay it in those 30 days?
vestal pine
Exactly, sorry if I wasn't clear
But then also the following month/quarter they would resume autodrafting until the year to date comes up and then it goes back to this 30 day invoice that doesn't autodraft
crude dock
oh no it's not you, just making super sure
Overall, we really don't support this well today. You can't easily separate the "billing period" from the "service period". Like you can't pay for school on August 1st for the school year on September 1 - August 30, each year.
We have some work in the pipeline to help with it somewhat where you can basically start charging for a few periods in advance or early, so you could say "30 days before renewal issue and send the Invoice please" but it's not ready/public yet
vestal pine
Got it, thank you! Few questions, would this feature be able to repeat year after year? Just want to make sure I'm understanding
And is there anyway to be notified when this is live?
crude dock
We're hoping to have a way to control this to repeat yes but right now you'd kinda have to handle this in your code (but wouldn't be too hard). And I'd recommend writing in to register your interest for this feature. Explain you're interested in Billing and the "pre-billing" beta. They might not be able to give you access but you'll be on our waitlist
vestal pine
Sounds good, thank you for your help!