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Fixed Payment Invoices w/ Mid-Year Start

  • March 25, 2026
  • 2 replies
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My company has fixed payments for our lawn maintenance service. Contracts are set to begin Jan 1 and end on Dec 31. When someone begins service mid-year, such as in March, the system is obviously generating invoices for previous months, despite not having service. What is the best way to go about resolving this issue? Here are our thoughts… 

 

  1. Change the contract start date to the current month. We worry what will happen when service is renewed next year. How do we ensure that clients receive visits in January or February 2027, for example? (Changing the end date is NOT an option for us.) 
  2. Leave the contract start date alone, but uncheck the prior months in the Edit Payment Schedule screen. For this, we worry that they won’t be invoiced for those months next year. 
  3. Leave start date and payment schedule alone but zero out the generated invoice. This is what we’ve been doing, but our AP department does not like how messy it makes their history look and/or makes them go down the rabbit hole into WHY an invoice is zero when they come across them. 

What’s the best way to go?

2 replies

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  • March 25, 2026

You can alter your payment plans - alter the payment schedule on those contracts to begin in the month the client signs up and have it finish at the end of the year. Starting the following year, get them on the same cycle as your other contracts.


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  • March 25, 2026

Is it something that we can do easily with the “renew” function on the opportunity, or would we have to recreate them from scratch at the beginning of each year?