Billing

• You can bill individual customers by clicking on the Bill now link on the main customer view.
• The freeside-daily script should be run daily to bill customers and run invoice collection events.
• Real-time credit card processing: Install the Business::OnlinePayment module for your processor. Configure the business-onlinepayment configuration option. Disable the default Batch card invoice event and add one for Business::OnlinePayment.
• Optional: Credit card expiration alerts: Customize alerter_template configuration option and run freeside-expiration-alerter daily.
• Credit card decline alerts: Customize the declinetemplate configuration option and set the emaildecline configuration option.
• Optional: Invoice template customization
  • See the Text::Template documentation for details on the substitution language.
  • You must call the invoice_lines() function at least once - pass it a number of lines, and it returns a list of array references, each of two elements: a service description column, and a price column. Alternatively, call invoice_lines() with no arguments, and pagination will be disabled - all invoice line items will print on one page, with no padding (recommended for email invoices).
  • In addition, the following variables are available:
    • $invnum - invoice number
    • $date - as a UNIX timestamp (see Date::Format for conversion functions).
    • $page - current page
    • $total_pages - total pages
    • @address - A six-element array containing the customer name, company, and address.
• Batch credit card processing
  • After freeside-daily is run, a credit card batch will be in the cust_pay_batch table. Export this table to your credit card batching.
  • When your batch completes, erase the cust_pay_batch records in that batch and add any necessary paymants to the cust_pay table. Example code to add payments is:

    use FS::cust_pay;
    
    # loop over all records in batch
    
    my $payment=create FS::cust_pay (
      'invnum' => $invnum,
      'paid' => $paid,
      '_date' => $_date,
      'payby' => $payby,
      'payinfo' => $payinfo,
      'paybatch' => $paybatch,
    );
    
    my $error=$payment->insert;
    if ( $error ) {
      #process error
    }
    
    # end loop
    

    All fields except paybatch are contained in the cust_pay_batch table. You can use paybatch field to track particular batches and/or particular transactions within a batch.