Managing Prorated Billing in Autotask Contracts

By default, Autotask prorates service changes on a contract based on the effective date of the change. This means:

• The system calculates a prorated charge for any mid-period changes.

• Additional line items are added to the customer’s invoice for the prorated amounts.

If you prefer not to prorate service changes, Sync 365 offers a special feature that allows you to disable prorating in Autotask.

How It Works When Prorating Is Disabled

When prorating is disabled:

• Any quantity or service changes are applied on the contract’s billing period date.

• If the contract hasn’t been billed for the current period, the change will apply to the current billing period.

• If the contract has already been billed, the change will apply to the next billing period.

Pros and Cons

Benefits:

• Cleaner, simpler invoices

• No extra prorate line items

Drawbacks:

• Potential loss of revenue for mid-period changes that would otherwise be billed

Important Note on Re-Enabling Prorating

If you choose to re-enable prorating (Autotask’s default behavior), be mindful of when you do it:

• Turning prorating back on mid-period can lead to unexpected charges, as Autotask will attempt to prorate from the date of the last quantity change.

• For best results, only re-enable prorating near the start of a new contract billing period.

How To Enable/Disable

1. Log into Sync 365
2. Click on Company across the top
3. Edit the company you want to set this feature for
   
4. Toggle the switch to disable prorate
   
5. Save the company
6. 
   

Prorate will now be either disabled or enabled depending on your selection