How to Add a Prorata Invoices for Customers
This guide provides step-by-step instructions on how to add prorata invoices for customers. It explains how to automatically suggest prorata fees based on session start dates, how to modify the suggestion, and how to generate the invoice. It is a useful resource for anyone using swool.io to manage customer invoices.
7 steps
|
16 seconds
Swool
1
Click "All Customers"
2
Click "Actions"
3
Click "Add Invoice"
4
The first invoice prorata fees are automatically suggested when their session start date is added
5
The suggestion can also be changed by adding in how many session you would like to bill for.
6
If you would like to bill full it will show you how many sessions calculated
information ordinal icon
When the number of session text box is yellow the fee calculated is prorata
7
Click "Generate Invoice"