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Marina - Pro Rating Monthly Reservations

Updated this week

Pro Rating first invoices is common for customers starting mid- month.

blue book

Instructions

  1. Navigate to the Marina Module

  2. Add new Advanced Reservation

  3. Fill in reservation form with Start Dates and Customer Information

  4. Select Space

  5. Scroll to the Accounting section at the bottom of the page

  6. Choose the first invoice as Pro Rate

  7. Choose next invoice as First of the Month

  8. Choose pro rated frequency as Daily

  9. Leave Next Invoice date the same as the Start Date

  10. Proceed to CRM > Invoices > Generate Invoices > Select invoice date as Today > Choose customer > Select marina module flag > Select email invoice flag (Optional) > Click generate.

After generating the prorated invoice you will see the next invoice date on the reservation will be set for the first of the next month. This will allow for regular monthly billing going forward.

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