To set prorated invoices by default throughout Cobot, you first need to set up a default invoice day.
Now, when a member registers and their account is confirmed by an admin, the "Send prorated invoice on start date" box will be checked by default and the "First recurring invoice date" will be set to the upcoming default invoice day.
As an admin, when you add or confirm a new member, you can adjust the prorated invoice settings in the following ways:
When adding a member:
If you selected Send prorated invoice, Cobot will send a prorated invoice to your member. Please note that it may take a few minutes until the prorated invoice is generated by Cobot.
If you unchecked that box, Cobot will give them free access to the space until their first recurring invoice date. Several spaces use this feature to offer a free first day, week or month.
When confirming a member, simply check the box by "Send prorated invoice on start date," then click the Confirm button!
Let's go through issuing refunds.