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Former Member
Sep 07, 2017 at 03:03 PM

Portion change for Budget Billing Customers

61 Views Last edit Jan 12, 2018 at 06:15 PM 2 rev

Hi All,

One of our clients wants to move the Bi-monthly customers to Monthly Billing. Some of the Bi-Monthly customers also have Budget Billing Plans. So, we will have to terminate the existing Bi-monthly payment plans and create the new Payment Plans as per the monthly portions.

As of now, what we have thought is, we will write a custom program to terminate the Bi-monthly BB plans by updating the start month on the contract as 0, and then change the Portion for the installation. Then, manually create the new Payment Plans.

Could you please suggest any Best Practices for this or any challenges you might have faced which we should consider here?

Thanks in Advance!

Twinkle Upadhyay