FAQ - Billing Connectors

How does pro-rating work?

Pro-rating depends on your Billing system.

IDSync will post additions to your PSA system using the date it finds a change in your Marketplace system, so if your Billing System is configured to use pro-ration, your billing system will automatically calculate the pro-rated values (for cost and price).

The following is an example of how Pro-ration works on the Connectwise Platform along with the IDSync "Roll-up" feature for consolidating line-items:

Below you will see a single addition dated March 1, 2019 on an Agreement in Connectwise: 

Assuming that the MSP bills in advance and bills on the 1st of the month for the Month of March, the initial bill might look like the following:

Now, assume that the customer purchases two additional units of Office 365 Business Premium on March 15th.  Two additions will display on the agreement as shown below:

When the next invoice is generated in April, the invoice might look like the following:

Now, let's look at what the IDSync Connectwise "roll-up" does to the addition records after the invoice has been issued for April. 

You will notice that addition #2 (with an effective date of 3/15/2019) is now marked as cancelled with a cancellation date equal to April 1st (the date on which that addition was first invoiced to the customer).
You will also notice that quantity on addition #1 changed from a quantity of 2 units to a quantity of 4 units.  This has been done to consolidate the two line items into one single line item for future invoicing. 

Finally, see the following Invoice for May that demonstrates how the "roll-up" eliminates the "extra" line item now that the line item from sequence #2 has been pro-rated and invoiced.