Import Subscriptions and Customers into Plesk Billing Manager

[__Ian_]

Good afternoon,

I have recently installed a new instance of Plesk 10.4, and I was unaware of the usage of Business Manager. It is the first time I have used a stand alone version, as previously I have been involved in the full Parallels Automation.

I created all of my clients, resellers and subscriptions in the standard Plesk Panel without realising that I needed to infact create them all within the Plesk Billing Manager.

My question is..Is there a way of importing all of my client information into billing manager, or do I some how need to trash everything that I have completed already and start again? The problem I have is that I have just moved manually everything from another hosting company therefore it is all live.

Thank you in advance for your help.

 

[EugeneL]

Hello Ian,

Surely you can import all customers and subscriptions from Plesk to Business Manager.
1. First of all import customers - check them in list and click "Add to Business Manager".
2. As the second step import service plans and add-ons - check them in list and click "Add to Business Manager". When they will be imported, go to Business Manager and in each plan define billing cycle and price for it.
3. As the third and last step import subscriptions - again check them in list and click "Add to Business Manager". Subscriptions will be imported with billing cycle and price define in service plans. Then you will need to edit every subscription and set proper next renewal date - by default it will be current date + 1 cycle. To do this open subscription in BM, click "Change settings" and modify the net renewal date. You need to set it to date when service should be renewed - typically it's a date of purchase + some number of full billing cycles.

After you accomplish all three steps Business Manager will start billing of the subscriptions - in default configuration the invoice will be issued 10 days prior o the next renewal date.
If you have any questions, feel free to reach me here on forum.

 

[ZopfWare]

Importing and past due bill dates

After import of customers and subscriptions, I have a 2 customers that are past due for re-billing. I have set the renewal date to their original renewal date (ie. they are past due now) but can't get system to generate invoice for the past due renewal.

I believe this is due to the fact that when imported, the subscriptions have a creation date AND last renewal date that are set to the date that they were imported. Is there a way to change the last renewal date?