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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 yesterday

If a customer starts partway through a billing cycle, Rechargly may automatically generate a pro-rata charge. If you prefer to charge the full monthly amount instead, you can adjust the invoice manually.

Steps to charge the full monthly amount

  1. Access the invoice
    Go 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 the Add a Custom Charge guide.

  3. Enter charge details
    Input the correct full monthly price and any relevant charge details.

  4. Exclude the pro-rata amount
    Go to the Charges page and locate the pro-rata charge. Exclude it from the invoice so only the full monthly charge remains.

  5. Review the updated invoice
    Return to the Invoices page and confirm that the invoice now reflects the full monthly amount.

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

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