Mid-month assignments or changes to a client's account for any monthly items will first appear on the client's monthly bill the following month. "Monthly items" include: monthly billing plans, recurring fees, and storage. The client will not be automatically charged for the current month for anything assigned mid-month.
Assigning or Changing a Client's Current Billing Plan
When a kitchen manager assigns a billing plan to a new client for the first time, or changes a client's Current Billing Plan, this assignment will retroactively update the Current Billing Plan to be effective the 1st of the current month. That means if you assign a client to a 60-hour Time Based Plan on February 15th, for example, the client will have the full 60 hours to use through the end of February. The system will track their hours accordingly, so if the client books over 60 hours, the overage hours will be aggregated and appear on the March monthly bill.
Important: Changing or assigning a current billing plan will not result in an automatic charge for that plan amount this month. If you wish to charge the client for the new monthly plan assignment for this month, you will need to add a custom one-time fee to their account for the full or prorated amount. Similarly, any charges that the client had previously been billed for during the current month (i.e. hourly bookings or a different monthly billing plan) will not automatically be credited back. This is because the system doesn't know how you want to prorate a plan that is assigned or changed mid-month.
Assigning or Changing a Client's Storage and Recurring Fees
Mid-month assignments/changes to a client's account for Storage and Recurring Fees work the same as above. The system will recognize that the storage and/or fee is now assigned to the client, but it will not begin charging the client for these recurring items until the 1st of the following month. If you wish to charge the client for these recurring items now for the current month, you will need to add a custom one-time fee for the prorated or full amount.
The Following Month
Starting on the 1st of the following month and moving forward, the client's monthly billing plan, assigned storage, and assigned recurring fees will take effect as usual on the monthly bill as prepayments for that month.
Note on One-Time Fees
One-time fees that are added to a client's account will be automatically billed to the client's payment method at midnight. Learn how to charge a fee on the spot.
To assign a custom one-time fee or credit, go to Clients > Client profile > Fees/Credits > Add Fee/Credit > Custom.