I’ve noticed that when setting up new pricing plans and processing setup fees, although it states to run the recurring (1) month after signup it usually schedules it for the next day. I find myself having to go in and resetting the date a month out. This is becoming somewhat of a problem when the sales team processes their own transactions and don’t catch that right away. We then have to go back and issue a refund or void the transaction, and I know we are charged every time we do that so I am trying to avoid that route. Can you check to see what may be causing this? As you can see in the attached pic, it is setup on our end correctly
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#1 Posted by Marc Guyer Support staff on 18 Jul, 2015 01:13 AM
Can you give me an example of this happening?
#2 Posted by Becca Blair on 20 Jul, 2015 03:42 PM
Hi Marc,
Unfortunately, it happens on all setups. The most recent was this morning when setting up The Little Gym of Boylston. Setup was charged today and recurring was scheduled to process tomorrow, although it should be (1) month out.
From: Jamie Shelton
Sent: Monday, July 20, 2015 8:28 AM
To: Rebecca Blair
Subject: FW: Recurring Charges [Problems #8244]
Jamie Shelton
Director of Operations
P: 760.720.5354 x204
FranConnect – The Most Comprehensive Franchise Management System on the Planet.
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#3 Posted by Marc Guyer Support staff on 20 Jul, 2015 05:10 PM
Thanks Rebecca -- Which product account are you referring to?
#4 Posted by Becca Blair on 20 Jul, 2015 05:16 PM
Both Process Peak and Zcubator.
#5 Posted by Marc Guyer Support staff on 20 Jul, 2015 08:57 PM
Ok, here's an example for discussion:
https://cheddargetter.com/admin/customers/get/id/b14ca0ad-2cce-11e5...
This customer was created via the admin GUI at
2015-07-17 21:56:37. In the new customer form,2015-07-18was entered for the initial bill date override when the customer was created.The pricing plan has the expected configuration as you've described:
However, when a date is entered for the first bill date in the new customer creation form, that date will override the plan configured initial bill date. So, the behavior you've described is expected. I'm guess what you want to do is leave that date box empty so that the default will be used.
Marcela Poffald closed this discussion on 11 Apr, 2018 03:58 PM.