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Steps to charge the full monthly amount instead of pro-rata

When onboarding a new client mid-month, you might prefer to charge them the full monthly retail price instead of a pro-rata amount.

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Written by Alex Millar
Updated over 3 months ago

Steps to charge the full monthly amount instead of pro-rata

  1. Access the invoice: Navigate to the Invoices page and locate the Draft or Scheduled invoice for the customer.

  2. Add a custom charge: Click the three dots (•••) next to the invoice and select Add Custom Charge. Follow the instructions in this guide to add a custom charge.

  3. Enter charge details: Input the correct retail price and relevant details for the charge.

  4. Exclude the pro-rata amount: Go to the Charges page, and locate the pro-rata charge and exclude it from the invoice.

  5. Review the updated invoice: Return to the Invoices page and verify that the invoice now reflects the correct retail pricing.

This is a manual process that you’ll need to track across all your charges.

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