Notify client about recurring project overage
Greg Mount
I use recurring projects to bill monthly website hosting and care plans, which include one hour of support with overage billed at my hourly rate. Then, I use a monthly recurring invoice configured to automatically charge on the due date. This is a fantastic solution for subscription and overage billing.
However, today, I received the following message from a client: "One thing that I really don't like about [your] invoicing / monthly maintenance system, is that I can't see what the charges are before you bill them."
She's got a point.
I don't like to hit my clients with unexpected charges, but I do like to get paid on time. So, when a client submits a support request, I often find myself checking their monthly billing date, manually adding up the time worked since then, and figuring out how much time until they incur an overage charge. I often let the client know their request will take them into overage and ask for permission to proceed. This is a time-consuming process.
It would be fantastic if any of the following is possible:
- Notify me and the client when a project goes over the hour extimate maximum.
- Provide a billing total in the client portal that includes any overage charges.
- Send an automatic billing notification to the client with their current account balance including overage charges about 3-5 days before they are charged automatically.
Thanks for considering this feature request.
Greg Mount
I posted on the Moxie Facebook Group asking the community for feedback on this issue. Geoff posted a couple of comments that might make this feature request unnecessary:
"What if you made your recurring invoices due later (+5 or +7 days). You could still have the autocharge, but at least your clients would get to see them before the charge hit their card."
"If you have 1st or 15th billing, you can use the feature to "due on the 1st of the next month" and send on the 25th of each month."
While this doesn't provide a dashboard summary of time worked, it's a pretty useful way to give the client a heads up of additional billing before the charge hits their card. In my case, that's probably enough, and reduces the necessity of this feature request for my use case.
Kayla Walters
This was an issue for a client of mine last month. Would love some ability like this to know automatically if they've reached the threshold and maybe even have a button/option for the client to approve additional time.