Select Billing Start Date
Use this feature if your existing client has a new account that you want to start billing on for a certain date in the period.
Smart Kx
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15 steps
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2 minutes
Smartkx
1
Navigate to [https://app.smartkx.io/#](https://app.smartkx.io/#)
2
Add the new account to the household; click "Firm"
3
Click "Accounts"
4
Click the account number of the account to add.
5
Select the household.
6
Enter in the date you would like billing to begin on.
7
Click "Save"
8
Add the account to the fee schedule; navigate to the "Clients" tab.
9
Select the client.
10
Click "Contracts"
11
Select the contract.
12
Select "Amend"
13
Add the new account to the fee schedule.
14
Click "Amend"
15
The next time billing is ran, the fee will be pro-rated for only the days within the period after the funded date.