Want to charge your client the full amount before for services? No problem! You can add an adjustment to create a bill for the full service amount or add the charge to an existing draft bill for other ongoing services.
To start, go to your Invoices tab and select the family that you'd like to bill. This will take you to their billing activity page.
Once you've opened their billing activity page, you can add an additional charge adjustment to their account by tapping the add adjustment button, which will open up a side panel on the right of your screen.
For this step, you'll need to know the total amount due for your future service - so get your calculator out!
In the add adjustment side panel, the adjustment type by default will be set to additional charge, which is exactly what you need to bill upfront for services.
Next, simply add the total amount and a description and tap I'm done! to finish.
💡 What you input in the description field is exactly how this line item will appear to your clients on their bill, so it's helpful to include the service name and date so they know what they are being charged for.
If you already have an open draft bill for other ongoing services for this client, this full service charge will be added to that draft bill.
If not, the action of adding an adjustment automatically creates a new draft bill scheduled to go out based on the billing frequency that you have set up for this client family.
For example, if the family is setup for monthly billing, and you'd like this draft to go out as soon as possible, you can choose to close out this bill early by tapping bill now.
If the future services occur, you will need to add a discount adjustment for the amount they paid on the draft invoice once it becomes available to give your client credit for the services they pre-paid for.
You can do so by following the same instructions above to add an adjustment and select discount instead of additional charge as the adjustment type to zero out the charge.