Pro-rate the following month

[1WisTech1]

The way we currently is we send the installers with an invoice for installation & first month's service. The customer then gets a secondary invoice due by the end of the very next month for the pro-rated amount + full month, with that additional time to pay (net30).

Install a customer 1/13/17, they pay $199 installation + $50 for first month's service, this would get them paid through 2/13/17.

They would have an additional invoice that has the total to get them billed on the 1st of every month, plus the additional month, due before 4/1/17.

[UBNT-Petr]

This means that you basically want to change the billing period start day from 13th to 1st, sometime after the beginning of the service. This can be done manually. You can even set it up manually in advance (as the deferred change)

However, I don't think it would be a good idea to implement this as an automatic feature (which will enable you to set up the current period start day and also the new period start day in the new service form) because the service setup will become pretty complicated (even more than it's now). We want to keep that simple unless this workflow is requested by mass.

@1WisTech1 Feel free to create a feature request if you think this workflow is common and really needed to be automatic: https://community.ubnt.com/t5/UCRM-Feature-Requests/idb-p/UCRM-Ideas

What we think is common is this:

1. set up a period which won't change in the future
2. set up the first prorated period for free (1/13 - 1/31 is for free, then client pays from 1st to 1st) - you can do this using a discount
3. get client a courtesy credit and set up the period "from 1st to 1st", which means the first prorated invoice will be automatically paid from the credit and the next one will be partially paid and client would need to pay the rest.

all these 3 situations are managable in UCRM