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Edit or Remove Prorated Adjustments
After a plan has been on hold, the next invoice is automatically prorated using the hold logic formula. However, this formula does not always match how you charge your clients. Pike13 now offers the ability to edit or remove the adjustment that is automatically calculated.
If editing the adjustment, remember that the amount you enter is what will be subtracted from the invoice:
Edit or Remove Prorated Credits
When changing the billing date on a client's recurring plan, a credit may be issued to account for the days not used. Pike13 now provides a way to edit or remove the credit issued for the first invoice after the change is made.
Remove Taxes from Late Cancellation Fees
Owners and Managers can now set parameters on whether or not to collect tax for cancellation fees. To update this, go into the cancellation tab of your service and select or deselect the tax for that cancellation fee:
Convert Clients to a Non-Schedulable Status
Pike13 provides the option to change a person's status to a non-schedulable client. This is someone that typically manages a client within your system by making payments and scheduling events on their behalf. To move someone from an active client status, go to their profile, scroll to the end of the page, and select Make "client name" a Non-client:
You can still search for this person, they have access to their account, and can continue managing the client in your site. But they will no longer be reflected in the number next to Clients.
Change Password from Staff App
You and your staff members have the ability to reset their password from the staff app. On the sign in page, you will now see "Forgot Your Password?" button.