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UBO Documentation / Billing and Automation Software / UBO 8 Beta : Settings : Invoicing : Billing : Prorate Options

UBO 8 Beta : Settings : Invoicing : Billing : Prorate Options

Packages are added anytime within the year. What if you have the option to charge a package from the date it was added?

  • Go to Setting > Invoicing > Billing  > Prorate Options.


  1. Set the prorate rule for the 1st invoice of a newly added package.
  2. Set the prorate rule for the invoice of a newly unsuspended package.
  3. Set the prorate rule for the invoice after billing setting changes are made.
  4. Optional: You can “Create a separate invoice for prorate and setup fee.”
    • When ticked, the subscriber will have an invoice with the prorate and setup fee charges of the package.
  5. Do not prorate.
    • Only full terms will be generated.
  6. Add prorate to full term.
    • Prorate + the next full term (only applies to Quarterly and Annual billing cycles)
    • For Quarterly subscribers, invoice charges will be Prorate + 3 months.
    • For Annual subscribers, invoice charges will be Prorate + 12 months.
  7. Include prorate as part of term longer than one month
    • Prorate is already included in the current term (only applies to Quarterly and Annual billing cycles)
    • For Quarterly subscribers, invoice charges will be Prorate + 2 months.
    • For Annual subscribers, invoice charges will be Prorate + 11 months.

Note: Before hitting Save, make sure that your settings are correct and final, because you can only update it once in 30 days.

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