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Prorating Monthly Plans & Manual Overrides

Managing recurring billing can be tricky when clients sign up mid-billing period. Pike13 automatically calculates prorated totals, ensuring your clients are billed fairly for the time they actually use. If the automatic calculations do not meet your needs, you can override them during the sales process.

In This Article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ✅Manager, ✅Staff, ❌Limited Staff

How Proration Works

In Pike13, you can set a monthly recurring plan to bill on a specific date or a weekly plan to bill on a set day of the week.

If a client purchases this plan on a different day (e.g., purchasing on the 20th when billing is on the 1st), Pike13 automatically calculates a prorated first invoice.

  • The Calculation: The system calculates the cost per day and charges the client only for the days remaining until the next billing cycle (e.g., from the 20th to the 30th).

  • Online Purchases: When clients purchase online, proration is automatic and cannot be adjusted.

Manually Overriding Proration

If your business handles partial months differently (e.g., you want to waive the partial month or charge a flat startup fee instead), staff members can manually adjust the first invoice during the checkout process.

  1. Add a recurring plan to the shopping cart.

  2. Click the gear icon next to the plan you wish to modify.

  3. Click Edit in the First Invoice Adjustment section.

  4. Review the following details:

    1. Is the first invoice adjusted?

      1. Yes: This allows applying a custom proration. You will be asked to enter the amount you wish to subtract from the first bill.

      2. No: This turns off proration completely so the client will be billed the full amount immediately.

    2. Are visits in the first month prorated?

      1. Yes: Limits usage to a set number of visits for the first visit cycle.

      2. No: This turns off proration for the number of visits during the first visit cycle and the client will receive all visits.

  5. Click Save.

  6. Make any other necessary changes and click Back to Shopping Cart.

  7. Click Secure Checkout to complete the transaction.

Pro-Tip: The Proration Formula

By default, Pike13 uses a daily rate to bridge the gap between the purchase date and your recurring billing date.

Prorated Cost = (Days Remaining in Cycle) * (Regular Price) / (Total Days in Cycle)