This article will guide you through the steps on how to be able to have a sales package be prorated for a customer.
1. Create a Draft Days Template: These will be applied to a sales package(s) forcing invoices to bill only on certain days of the month or to exclude certain days of the month from billing.
Navigate to Setup > Sales > Billing Day Templates. Enter the name of the New Template and select Add The Draft Days Template.
Each month of the year is shown. Use the check box in the top right to impact if your clicks change that day in every month or just that month. Click on a date to set is as a Snap Day, Exclusion Day, or No Setting.
2. Tying Draft Days Template to Sales Package: To tie a draft day template to a sales package, go to; Setup > Sales > Sales Packages > locate and select the sales package > Settings. Scroll to the option Draft Days Template to use the drop down box to select the template you created. Click on the Update Settings at the bottom of the page to save your changes. This will take affect on your future agreements written.
3. Write the Agreement: Once you are writing an agreement for the customer, the Review option will display the Prorated adjustment.