Prorate Services Ready to be Invoiced

If you provide services that need to be billed by the minute, use the client ledger prorating tool to get accurate invoices every time.

1. Getting started

Locate and click the Ledger tab of the client record with the rendered service you would like to prorate.

2. Click the Prorate Rendered Services option

In the ledger action menu, find and click the Prorate Rendered Services option to make adjustments to the Services Ready to be Invoiced.

3. Adjust the number of billable minutes for each rendered service

For each rendered service, you will see the original service duration and rate will calculate your rate by the minute and adjust the fee based on the number of minutes entered into Actual Service Duration in minutes field.

4. Click Update to save your changes

Rendered services can be prorated at any time before they are invoiced.