Expert Advice by BillFin Experts
July 29, 2020 | BillFin Support
If your firms bills in advance (forward) and has a new client join mid-period, chances are you need a way to prorate that client’s fees. Using our On-Demand Billing, known as “Bill Now” in BillFin, you can tackle what you’re looking for with a few clicks.
This “Bill Now” feature is on our Clients page. Here you can select the billing period, days to prorate, and then sync (automated) or manually enter market values. Fellow BillFin experts report their favorite part is the instant preview of the client’s fee and invoice preview. It’s important to remember this feature is only available for new clients/households only.
*To prorate fees for a new account in a previously billed or pre-existing client/household, see our other KnowledgeBase article in our support portal.
The direct steps to follow:
And you’re done! As always, find these steps in our support portal here.