How to Apply a Pro-Rate to an Invoice
- Raymond Cantrell III
- Chris Gipson (Unlicensed)
Owned by Raymond Cantrell III
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 Pro-Rate.
Method Sub-Type: Use the dropdown to select the most applicable reason for the pro-rate.
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.