How to Process Proration for a New Member or a New Plan for an Existing Member?

Modified on Thu, 23 Jan at 2:44 PM

New Members

The proration will occur automatically if you use Staff Registration or Self Registration to create a new Member. 


Your proration structure was set up in SETTINGS at your startup with Deskworks. Learn more about prorations and how to set them up here →


Existing Users

If you add a new charge in Recurring Billing to an existing user, you will see a checkbox on the Recurring Billing screen, “Post Proration?”. If the member starts the new plan in the middle of the month, by checking the box, a proration will be posted for the new plan from the current date to the end of the month. 


Note: Be sure to set Next Bill Date to the 1st of the next month.

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