Note: This Knowledge Base Article is for Accrisoft Freedom Customers using New Finance
Membership Dues level charges can be Prorated to charge only a partial amount of the Membership fee to make up for the days missed in the month the signup occurred.
There may be instances when a customer is added to Membership Dues late in the current month where you do not want to charge them the Prorated fee for the first month, or even to provide that partial first month for no charge.
The steps below will show how to delete that Prorated Billing Item to remove it from the customer's account.
Membership Dues
Begin by creating the Membership Dues order using the standard 'Add Member' new order process in the Membership Dues module.
When adding the Member, in Step 2 of the 'Add Member' stepper, ensure the 'Create Pro Forma Invoice' is set to 'yes.'
In Step 4 of the 'Add Member' stepper, ensure 'Post Invoice Now' is set to 'no.'
These are typically the defaults, but ensures the items created are not Posted Items.
Continue through the steps until the new membership is created.
The Prorated billing item for the customer will be available in the customer's Ledger Card.
Ledger Card
Visit the Ledger Card of the newly created Member.
On the Billing Items tab for this customer, you will see the unpaid Prorated Proforma Item.
Place a check in the box at the left side of the Billing Item
Next, click the blue 'Action...' menu.
From the options in the 'Action...' menu, select the 'Delete' item.
The Prorated Billing Item will be deleted from the customer's Ledger Card.
The Recurring order will remain the in 'Recurring Items' tab and will be billed automatically on the first of the new month.