Backdate Orders/Invoices

[noopykat]

I need to be able to backdate Orders and their Invoices. I have multiple clients I need to do this with.

My workflow involves setting up a domain for a client provisioning hosting, email, licensing, etc. Sometimes it is a couple of weeks before everything is done but I want to create an order and invoice from the date all services were provisioned. 

None of my clients will purchase online and I don't want them to think they won't get their services until they pay.

How can I achieve this? 

Thanks in advance!

[vira]

Hi there,

You can use 'Add Existing Product and Service' feature. This allows you to manage the activation and renewal dates for each service.

For more details, please refer to our YouTube tutorial or guides.

Thanks,
Vira

[noopykat]

10 hours ago, vira said:

Hi there,

You can use 'Add Existing Product and Service' feature. This allows you to manage the activation and renewal dates for each service.

For more details, please refer to our YouTube tutorial or guides.

Thanks,
Vira

Hi Vira, 

If I do that, can I set the invoice date to Aug 01, 2024 so it will send out 3 invoices for the previous months?

[vira]

Unfortunately, we can’t backdate payments because our accounting is fixed, and we can’t change historical information. For example, you can’t add a payment to a month ago because it would break last month’s reporting.

We recommend setting up your hosting and domain packages from the start. The "Add Existing Product and Service" feature is designed for services that have been paid for previously and allows you to continue billing them through Upmind.