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How are initial invoices generated for users and teams on plans?
How are initial invoices generated for users and teams on plans?

As an admin, learn what a user or team's invoice might include if subscribed to a plan

Sarah L. avatar
Written by Sarah L.
Updated over a year ago

When users or teams are added to a plan, a pending invoice will be created. This invoice will include:

  • Prorated payment covering the plan start date to the first billing date (if you offered a free trial, the start date will be the day after the trial ends)

Note: We calculate the pro-rated partial payment by dividing the plan price by the number of days in the month and then multiplying that "daily" price by the remaining days until the next billing date.

  • The payment for the next billing period

  • Setup fee (if applicable)

  • Refundable deposit (if applicable)

If your users have already started a plan and you need to charge for retroactive plan usage, click here to learn more.

Note: You can also choose the initial invoicing date for Plans in the Plans & Passes settings (Settings > Features > Plans & Passes) for the plan start date or on the following billing date. You can also choose the start billing cycle of a Plan on the plan start date or the following billing date.


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