How to Apply a Pro-Rate to an Invoice
- Raymond Cantrell III
- Mike Romano
- Chris Gipson (Unlicensed)
Sign in to a PlayerFirst website.
On the left navigation, click Sales > Invoices.
Use the search and filters to find the invoice you want to pro-rate.
Click the invoice number to open the invoice.
Under Payment Schedule and History, click the .
Amount: Adjust to the amount being discounted.
Method: Use the dropdown to select Concession.
Method Sub-Type: Use the dropdown to select the most applicable reason for the pro-rate.
Maximum Concession Advised: When selecting a Late or Seasonal concession option, this field will show the suggested concession you should provide.
Description: Skip this section.
Click Save Payment.
Allocate to the correct line item.
Confirm that the current balance on the invoice is the original balance less the applied pro-rate.
Admin Notes: Add a note with today’s date, a brief explanation of the actions taken, and your initials.