Home → Questions →

How to handle outside billing

• Edit

Brandon Elliott

01 Aug, 2013 07:04 PM

We have a single customer who we bill by bank wire, but we need to import them into CG so that their account will be counted.

How best should we handle this scenario so that the account doesn't get downgraded for non-payment?

1. Support Staff 1 Posted by Marc Guyer on 01 Aug, 2013 09:21 PM

   

   There are a number of ways to handle this but I don't find any of them are very elegant. In fact, this is an issue that's generally high on our list of todos.

   In the meantime, here's a couple of options that you might consider:

   1. Sign up the customer on an existing plan without a payment method and issue a massive credit on the account. So, each month, CG will bill the account for $0. You could use a hook (maybe with Zapier) to be notified that this occurred so you can invoice the customer however you do it offline.
      
   2. Use a special plan just for this type of customer. Make the plan free with unlimited included quantity of every item. Again, use a mechanism to be notified of the end of the billing period for the customers and handle according to your specs.

   The initially proposed solution (we call it "offline payments") is to use a special payment method that indicates that payment is handled outside of CG. As such, the proposed solution lines up best with option (1) above.

   • Edit

2. 2 Posted by Brandon Elliott on 01 Aug, 2013 09:31 PM

   

   Ok. For now then, we will go with option 1 and assign them a high credit balance. That way, at least their order level and quantities will be correct.

   • Edit

3. Brandon Elliott closed this discussion on 01 Aug, 2013 09:31 PM.