Charge date period

By ticking the "Show charge period in invoices" check box on a charge, Billingbooth will include the charging period as a date range within the issued invoice.



Showing the charge period is only available for recurring charges. The charge period is calculated by looking at when the charge is applied, and looking at the charge frequency to calculate the date range.


You can enable show charge periods by creating or editing a charge, and ticking "Show charges period in invoices". "Recurring" charge type must first be selected.



Offset Charge Period

In situations where advance billing (or billing in arrears) is required, you can set up an offset charge period where all charge period dates will be offset by the period specified:


You can choose up to 3 periods in front or behind. The period will be determined by your Frequency setting. If you choose a Monthly recurring charge, then you will be able to offset up to 3 months ahead, or 3 months behind. If you choose Weekly, then you will be able to offset up to 3 weeks ahead or 3 weeks behind, and so on.



Using an Offset Charge Period, you can create a charge on any given date, say the 1st June, and have it offset by one month. This means when the invoice goes out, the Charge Period will appear as 1st July to 31st July, regardless of when the invoice goes out.


A few examples:


Monthly Recurring charge starts at: 01/06/2016

Offset Charge Period: None

Charge Period displayed in invoice: 01/06/2016 to 30/06/2016


Monthly Recurring charge starts at: 01/06/2016

Offset Charge Period: 1 month ahead

Charge Period displayed in invoice01/07/2016 to 31/07/2016


Monthly Recurring charge starts at: 01/06/2016

Offset Charge Period: 2 months behind

Charge Period displayed in invoice01/04/2016 to 30/04/2016

Updated on 2018-05-15 10:21:28 +0100

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