Customer Just Paid 2nd month of recurring payment but

Request for general support related to Logic Invoice.
pipoy
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Joined: Sun Aug 07, 2016 10:39 am

Customer Just Paid 2nd month of recurring payment but

Postby pipoy » Sun Nov 06, 2016 7:26 pm

Hi,
My customer just informed me that she just paid her 2nd recurring monthly payment using logic invoice.
She received the recurring email - good
She proceed with the checkout and chose bank transfer and received instructions - good
She just paid with bank transfer as per my instructions - good

However, when I logged in to the admin page, I do not see any record of what happened

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Esmond
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Re: Customer Just Paid 2nd month of recurring payment but

Postby Esmond » Sun Nov 06, 2016 9:25 pm

The invoice status probably changed, but perhaps you have setup it such that the bank transfer complete status is the same as the recurring payment default status?

You may want to consider setting up a new invoice status such as 'verifying payment' for bank transfer, so when the customer updates the invoice, you will see the invoice updated to verifying payment status and you can go manually verify the bank transfer payment.

pipoy
Posts: 12
Joined: Sun Aug 07, 2016 10:39 am

Re: Customer Just Paid 2nd month of recurring payment but

Postby pipoy » Wed Nov 09, 2016 10:31 pm

This is probably a setup error.

Which brings me to more questions.

Under recurring payments > Due date,
For example recurring payment is set to monthly, the due date was Nov 8, 2016.
What happens on December 8? Does customer receive new invoice?
Because probably the best setting is "Day of the Month" or something like that?

Then I also saw this
"Disable Recurring After Due (days)"
Why is this needed if subscription is on going? Can be set to 0?

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Esmond
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Re: Customer Just Paid 2nd month of recurring payment but

Postby Esmond » Thu Nov 10, 2016 10:32 am

If the due date is 8 nov, an invoice will be generated before 8 nov, depending on the settings you have in system > settings. If you set to generate 7 days before due date, the customer will receive the new invoice 7 days before the due date.

Disable recurring after due means that the recurring payment will be disabled if the invoice is overdue after X days. This is to prevent recurring payment from generating an invoice if the customer does not wish to continue the service.

pipoy
Posts: 12
Joined: Sun Aug 07, 2016 10:39 am

Re: Customer Just Paid 2nd month of recurring payment but

Postby pipoy » Thu Nov 10, 2016 11:35 am

Ok so what happens on December 8 then? Will the customer receive a new invoice before that date without any modification?
Or do I have to edit his recurring payment from Nov 8 to Dec 8?
And will have to do this every month?
On Jan, will edit Dec 8 to Jan 8. And on Feb, will edit the recurring payment from Jan 8 to Feb 8. and so on and so on.
If this is the case then recurring payment is not automated?

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Esmond
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Re: Customer Just Paid 2nd month of recurring payment but

Postby Esmond » Thu Nov 10, 2016 4:09 pm

No editing required. Everything is automated.

Say recurring is due on 8 December, and you set the system to generate 7 days before due. So an invoice will be generated on 1 December, with the invoice being due on 8 December. The recurring payment will then update to 8 January due date, with the next invoice to be automatically generate on 1 Jan.

Hopefully this isn't too confusing.

pipoy
Posts: 12
Joined: Sun Aug 07, 2016 10:39 am

Re: Customer Just Paid 2nd month of recurring payment but

Postby pipoy » Thu Nov 10, 2016 7:45 pm

No it is not confusing. Maybe it just didnt work the first time. Ill monitor. thanks!

pipoy
Posts: 12
Joined: Sun Aug 07, 2016 10:39 am

Re: Customer Just Paid 2nd month of recurring payment but

Postby pipoy » Mon Dec 05, 2016 4:31 pm

I can confirm that the auto emails for recurring payment is not being sent. I also have dummy customers to check if I will receive recurring invoice.
None.

How can I get support?

Thanks

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Esmond
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Re: Customer Just Paid 2nd month of recurring payment but

Postby Esmond » Mon Dec 05, 2016 6:22 pm

Just 2 questions:

Are the recurring invoices being generated automatically?
Is the cron job setup?

pipoy
Posts: 12
Joined: Sun Aug 07, 2016 10:39 am

Re: Customer Just Paid 2nd month of recurring payment but

Postby pipoy » Mon Dec 05, 2016 9:09 pm

Hi,

1) Yes. Once I create an invoice or recurring payment, customer can received the new invoice or recurring payment
2) I assume that out of the box, it will send out recurring invoices. So no, I did not create a cron job for this

In the email template, which on of this by default is the email for next payment invoice?

Thanks


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