Pro-rate Cancellation: Expected Behaviour

Started by WSTim, April 22, 2024, 06:15:45 PM

WSTim

Hi there,

I have been setting up a page of Pro-Rata products (post-paid) for my HostBill install.

I have enabled pro-rata upgrades and cancellations on them.

The pro-rata upgrades work as expected: an invoice item is queued with the credit to be applied at the next invoice, proportional to the use-time in the billing cycle of the previous product
The pro-rate cancellations do not seem to work, or I am misunderstanding their intended behaviour: after submitting a cancellation request (both admin or instant), the account status changes to terminated, but there is no queued invoice item, nor any credit applied against the client.

Is this working correctly? Where/how should the credit appear, and should it be on the client's final invoice for the account?

I have searched for and read all documentation that exists on both cancellation requests and pro-rata billing/cancellation but cannot find the answer to my question, but I will list them below:
- https://hostbill.atlassian.net/wiki/spaces/DOCS/pages/492007/Client+area+Cancelation+requests
- https://hostbill.atlassian.net/wiki/spaces/DOCS/pages/417529917/Account+details#Cancellation-requests
- https://blog.hostbillapp.com/2020/10/19/new-release-new-product-and-billing-settings/
- https://hostbill.atlassian.net/wiki/spaces/DOCS/pages/2359301/Pro-rata+billing
- https://hostbill.atlassian.net/wiki/spaces/DOCS/pages/377553182/Other+settings+Upgrades#Othersettings/Upgrades-Pro-ratecancellations

WSTim

#1
Bumping and providing more context:

I am on version 2022-08-15 of HostBill.
My product is of the category "Other Services" and does not hook into any plugin to auto-provision any resources.

I searched the changelogs for any updates regarding pro-rata cancellation in more recent versions but could not find evidence of that

Here are all the pro-rata related changelog entries I could find

Searching for "prorat"
https://hostbillapp.com/release-notes/03-27-2023.html
- [Billing] Fixed: Upgrading form component with disabled prorata does not calculate charges for additional periods added to the service.

https://hostbillapp.com/release-notes/10-17-2022.html
- [Admin] Fixed: Order draft shows incorrect period for prorated services

https://hostbillapp.com/release-notes/04-19-2021.html
- [Billing] Fixed: Manual invoice generation with prorata is off by 1 day
- [Billing] Fixed: Service period for initial prorata orders are incorrect

https://hostbillapp.com/release-notes/02-08-2021.html
- [Admin] Added: Its now possible to enable prorating post-paid service with enabled purchase pro-rata during cancelations

https://hostbillapp.com/release-notes/04-20-2020.html
- [Billing] Fixed: Upgrade prorate charge is off by one day.

https://hostbillapp.com/release-notes/01-13-2020.html
- [Billing] Fixed: Queued invoice items added for post-paid prorata and upgrades do not include tax.

https://hostbillapp.com/release-notes/06-10-2019.html
- [Orders] Fixed: Post-paid prorata is dropped if product contained customizations

https://hostbillapp.com/release-notes/02-05-2018.html
- [Admin] Fixed: Invalid price in order draft for prorata services


Searching for "pro-rat"
https://hostbillapp.com/release-notes/04-15-2024.html
- [Billing] Fixed: Pro-rata item added to post-paid invoices includes untranslated language tags.

https://hostbillapp.com/release-notes/03-28-2024.html
- [Billing] Fixed: Pro-rata discount for post-paid qty-enabled services is incorrect

https://hostbillapp.com/release-notes/11-20-2023.html
- [Billing] Fixed: Enabling Pro-rate cancellations for pre-paid services adds credit to client account on cancellation even if the invoice is unpaid.

https://hostbillapp.com/release-notes/05-30-2022.html
- [Products] Added: New option: "Pro-rate cancellations for pre-paid services (for immediate cancelations)"

https://hostbillapp.com/release-notes/06-10-2019.html
- [Orders] Fixed: Pro-rata for multi-item order with post-paid enabled is applied to main service only

WSTim

#2
Here are the changelog entries for cancelation:
Perhaps my issue was fixed as of 04-15-2024? I would appreciate if the expected behaviour could be confirmed and whether it is broken in my version (2022-08-15)

Searching for "cancel"
https://hostbillapp.com/release-notes/04-15-2024.html
[Billing] Fixed: Accepting immediate cancellation requests manually does not add the pro-rata for the reminder of the paid period.

https://hostbillapp.com/release-notes/04-08-2024.html
[API] Added: getAccountDetails now returns related cancellation if its present for account

https://hostbillapp.com/release-notes/03-18-2024.html
[Admin] Added: Additional warning when bulk-approving cancellations

[Admin] Fixed: Suspended account appears as Pending for cancellation request status

[Clients] Fixed: Client can place cancelation request for domain with pending invoice when "Allow canceling service with unpaid invoice" setting is set to No

https://hostbillapp.com/release-notes/03-11-2024.html
[Admin] Changed: Invoice generation task will now show as cancelled with a short description why instead of being hidden.

https://hostbillapp.com/release-notes/02-26-2024.html
[Admin] Fixed: Its not possible to filter cancelation request through domain or client name

https://hostbillapp.com/release-notes/02-05-2024.html
[Admin] Added: Ability to set custom invoice auto-cancellation  per client/group

[Invoices] Added: If a Credit Note was issued for not all items and the order was canceled, a new order is generated for the items for which no Credit Note was issued

https://hostbillapp.com/release-notes/01-22-2024.html
[Billing] Added: Option to auto-issue credit note on automated invoice cancelations

https://hostbillapp.com/release-notes/01-02-2024.html
[Ticket_Related_Client_Service] Fixed: Module lists cancelled service in client portal with option to list them disabled

https://hostbillapp.com/release-notes/11-20-2023.html
[Billing] Fixed: Enabling Pro-rate cancellations for pre-paid services adds credit to client account on cancellation even if the invoice is unpaid.

https://hostbillapp.com/release-notes/11-06-2023.html
[Admin] Fixed: Cancelation requests admin dashboard widget shows wrong cancelation request processing date

https://hostbillapp.com/release-notes/10-02-2023.html
[Domains] Fixed: If domain uses no forms and contains non-ascii characters, cancelation request link may not work

[Products] Fixed: Domain & account log widgets does not show for pending/canceled/terminated services

https://hostbillapp.com/release-notes/09-04-2023.html
[General] Fixed: Client have "end of billing period" cancelation option on a pending service

[Logs] Fixed: Filtering through pending cancelation requests gives false results

https://hostbillapp.com/release-notes/08-28-2023.html
[QuickBooks Online] Added: An option that delete invoice if the invoice has been canceled in HostBill

https://hostbillapp.com/release-notes/07-24-2023.html
[Admin] Fixed: Filtering cancelation requests by status give false results when multibrand module is enabled

https://hostbillapp.com/release-notes/07-17-2023.html
[Admin] Fixed: Filtering cancellation request by its status only show account cancellations

https://hostbillapp.com/release-notes/07-03-2023.html
[Admin] Changed: Pending cancellations requests link will show only pending, not all cancellations

https://hostbillapp.com/release-notes/06-19-2023.html
[NameCheap SSL] Fixed: error while canceling the account

https://hostbillapp.com/release-notes/06-12-2023.html
[API] Changed: cancelQueueTask can cancel task by token or id

https://hostbillapp.com/release-notes/05-15-2023.html
[Automation] Changed: Account cancelation requests will be processed according to account's expiration not due date

[Automation] Fixed: Account shows as pending termination when cancelation request is placed but disabled for automated processing

https://hostbillapp.com/release-notes/05-08-2023.html
[Admin] Fixed: Unable to review cancellation requests

https://hostbillapp.com/release-notes/05-02-2023.html
[Admin] Fixed: Unable to review cancellation requests

https://hostbillapp.com/release-notes/04-24-2023.html
[API] Added: cancelQueueTask to cancel pending queue task by id

https://hostbillapp.com/release-notes/03-27-2023.html
[Automation] Fixed: A domain renewal order is generated when a domain has a cancellation request

https://hostbillapp.com/release-notes/01-25-2023.html
[Admin] Fixed: Bulk price update applies to all statuses, also for cancelled/terminated accounts

[Automation] Fixed: Domain cancelation request processing fails with error

https://hostbillapp.com/release-notes/12-19-2022.html
[Automation] Changed: When multiple client cancelation requests are processed HostBill issues one credit note instead of multiple ones

https://hostbillapp.com/release-notes/12-05-2022.html
[Automation] Changed: A credit note is now issued for prepaid accounts on the "Process at" date for requesting cancellation of that account, if such a date has been set.

https://hostbillapp.com/release-notes/10-31-2022.html
[Admin] Added: Ability to submit cancelation requests in bulk

https://hostbillapp.com/release-notes/10-24-2022.html
[Admin] Fixed: Creating a credit note with automatic order cancellation can create a new unpaid invoice.

https://hostbillapp.com/release-notes/10-17-2022.html
[Billing] Fixed: Issuing credit note on service cancellation does not add tax to invoice item

https://hostbillapp.com/release-notes/09-19-2022.html
[Admin] Fixed: Placing cancelation request does not store custom cancelation reason

https://hostbillapp.com/release-notes/09-12-2022.html
[Admin] Added: Staff-submitted cancellation requests will now behave as if submitted by client - ie will issue credit note for service if configured as such

https://hostbillapp.com/release-notes/08-01-2022.html
[Billing] Fixed: "Receipt cancelled" status is missing from invoices db table

https://hostbillapp.com/release-notes/06-29-2022.html
[PayPal] Fixed: The subscription is not canceled correctly

https://hostbillapp.com/release-notes/06-27-2022.html
[Domains] Added: Automated processing of domain cancellation request (immediate/end of period) via cron by domain deletion

[Domains] Added: Immediate cancellation request type

[Domains] Added: Listing of pending domain cancelations at domain listing page

[Domains] Added: Options to define allowed cancelation request types

[Automation] Fixed: Invoice reminders are not being sent out if there are any cancelation requests set and related option to not send is enabled

[Client Area] Fixed: Client can place cancellation request for service with chargeback invoice on it, even if option to place cancellations for unpaid service is set to No

https://hostbillapp.com/release-notes/06-21-2022.html
[Automation] Fixed: Invoice reminders are not being sent out if there are any cancelation requests set and related option to not send is enabled

https://hostbillapp.com/release-notes/06-13-2022.html
[Proxmox] Added: Option to cancel shutdown and reboot operation.

https://hostbillapp.com/release-notes/06-06-2022.html
[Clientarea] Fixed: Client had option to cancel domain renewal invoice when related option was disabled

[Clientarea] Fixed: Requesting cancelation on domain with invoice issued for renewal does not remove it from related order items

https://hostbillapp.com/release-notes/05-30-2022.html
[Products] Added: New option: "Pro-rate cancellations for pre-paid services (for immediate cancelations)"

https://hostbillapp.com/release-notes/05-23-2022.html
[Client Area] Changed: End of billing period is now the default option for cancellation request if available.

https://hostbillapp.com/release-notes/05-09-2022.html
[Admin] Fixed: "Reminder for services with cancellations" setting does not store

[Automation] Fixed: Issue credit note if possible instead of cancelling invoices when adding redemption fees.

https://hostbillapp.com/release-notes/04-25-2022.html
[Admin] Fixed: Underpeforming query on cancelation requests listing page

https://hostbillapp.com/release-notes/03-14-2022.html
[Billing] Added: Option to automatically cancel customer generated invoices

https://hostbillapp.com/release-notes/02-14-2022.html
[InternetX] Added: Ability to manually set automatic domain cancellation in InternetX

https://hostbillapp.com/release-notes/11-15-2021.html
[Admin] Added: "Reminder for services with cancellations" option to disable sending unpaid/overdue reminders for services with cancellation requests

https://hostbillapp.com/release-notes/09-27-2021.html
[Mail] Added: New email that is sent when making a cancellation request for the domain

[Admin] Fixed: Domain reminders shows in automation queue despite domain cancelation request present

https://hostbillapp.com/release-notes/08-23-2021.html
[Proxmox] Added: It is now possible to cancel backup tasks

https://hostbillapp.com/release-notes/08-09-2021.html
[Admin] Fixed: Client name is not shown on cancelation requests list for domain cancelations

https://hostbillapp.com/release-notes/07-19-2021.html
[cPanel Manage2] Fixed: The "Get all available licenses" option does not remove the canceled licenses

https://hostbillapp.com/release-notes/07-12-2021.html
[Hooks] Added: after_domain_cancellationrequest event

https://hostbillapp.com/release-notes/05-04-2021.html
[Products] Added: Option to auto-cancel unpaid order related to product

https://hostbillapp.com/release-notes/04-06-2021.html
[Domains] Fixed: Domains were automatically canceled past grace period without taking remdemption period into account

https://hostbillapp.com/release-notes/02-08-2021.html
[Admin] Added: Its now possible to enable prorating post-paid service with enabled purchase pro-rata during cancelations