Memberships with no expiration are usually prorated at checkout. Extra fees are excluded from pro rata calculations. Below are some recurring billing scenarios:
- The purchase occurs before the effective date
- The purchase occurs after the effective date
- The membership has no effective date
- The purchase occurs before the effective date
- The purchase occurs after the effective date
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1. When billing day is on the purchase day
Here's what occurs when buying an ongoing membership with a billing option that uses the purchase date as the monthly billing day.
π When you buy an ongoing membership before its effective date, the full amount is charged at checkout to cover the period between the effective day, up until the day prior to the next billing cycle.
π When you buy an ongoing membership after its effective date, the full amount is charged at checkout to cover the period between the purchase date, up until the day prior to the next billing cycle.
Purchase date | October 18th | October 18th |
Effective date | November 1st | October 10th |
Billing day | Purchase day (the 18th) | Purchase day (the 18th) |
At checkout | Oct 18th, the client is billed a prorated amount to cover between Nov 1st - Nov 17th. | Oct 18th, the client is billed the full amount to cover between Oct 18th - Nov 17th. |
1st monthly billing | Nov 18th, the client is billed the full amount to cover between Nov 18th - Dec 17th. | Nov 18th, the client is billed the full amount to cover between Nov 18th - Dec 17th. |
Next monthly billing | Dec 18th, the client is billed the full amount to cover between Dec 18th - Jan 17th. | Dec 18th, the client is billed the full amount to cover between Dec 18th - Jan 17th. |
2. When billing day is the first of the month
Here's what occurs when buying an ongoing membership with a billing option that uses the first of the month as the monthly billing day (for the current month).
π When you buy an ongoing membership with no effective date, a prorated amount is charged at checkout to cover the period between the purchase date to the end of the month. The next invoice occurs on the 1st of the following month to cover the entirety of the calendar month.
π When you buy an ongoing membership before its effective date, a prorated amount is charged at checkout for the period between the effective date to the end of the month. The next invoice occurs on the 1st of the following month to cover the entirety of the calendar month.
π When you buy an ongoing membership after its effective date, a prorated amount is charged at checkout for the period between the purchase date to the end of the month. The next invoice occurs on the 1st of the following month to cover the entirety of the calendar month.
Purchase date | October 18th | October 18th | October 18th |
Effective date | none | October 25th | October 10th |
Billing day | 1st of the month | 1st of the month | 1st of the month |
At checkout | Oct 18th, the client is billed a prorated amount to cover between Oct 18th - Oct 31st. | Oct 18th, the client is billed a prorated amount to cover between Oct 25th - Oct 31st. | Oct 18th, the client is billed a prorated amount to cover between Oct 18th - Oct 31st. |
1st monthly billing | Nov 1st, the client is billed the full amount to cover between Nov 1st - Nov 30th. | Nov 1st, the client is billed the full amount to cover between Nov 1st - Nov 30th. | Nov 1st, the client is billed the full amount to cover between Nov 1st - Nov 30th. |
Next monthly billing | Dec 1st, the client is billed the full amount to cover between Dec 1st - Dec 31st. | Dec 1st, the client is billed the full amount to cover between Dec 1st - Dec 31st. | Dec 1st, the client is billed the full amount to cover between Dec 1st - Dec 31st. |
3. When billing day is on a specific day
Here's what occurs when buying an ongoing membership with a billing option that uses a specific day (for the next calendar month) as the monthly billing day.
Buy an ongoing membership with no effective date
π When you buy an ongoing membership with no effective date & before the billing day, a prorated amount is charged at checkout to cover the period between the purchase date and the end of the month. During the same month, the next invoice occurs on the Billing day to cover the entirety of the next calendar month. This means the client is invoiced twice the same month.
π When you buy an ongoing membership with no effective date & after the billing day, a prorated amount is charged at checkout to cover the period between the purchase date and the end of the month. In addition, the client is also invoiced the full amount to cover the following month. This means the client is invoiced for two billing periods at checkout.
Purchase date | October 18th | October 18th |
Effective date | none | none |
Billing day | 23rd of the month | 10th of the month |
At checkout |
Oct 18th, the client is billed a prorated amount to cover between Oct 18th - Oct 31st. | Oct 18th, the client is billed a prorated amount to cover between Oct 18th - Oct 31st. In addition, the full amount is also billed to cover the following month of Nov 1st - Nov 31st. |
1st monthly billing | Oct 23rd, the client is billed the full amount to cover between Nov 1st - Nov 30th. | Nov 10th, the client is billed the full amount to cover between Dec 1st - Dec 31st. |
Next monthly billing | Nov 23rd, the client is billed the full amount to cover between Dec 1st - Dec 31st. | Dec 10th, the client is billed the full amount to cover between Jan 1st - Jan 31st. |
Buy an ongoing membership before the effective date
π When you buy an ongoing membership before the effective date & before the billing day, a prorated amount is charged at checkout to cover the period between the effective date to the end of the month. During the same month, the next invoice occurs on the specific Billing day to cover the entirety of the next calendar month.
π When you buy an ongoing membership before the effective date & after the billing day, a prorated amount is charged at checkout to cover the period between the effective date to the end of the month. In addition, the client is also invoiced the full amount to cover the following month. This means the client is invoiced for two billing periods at checkout.
Purchase date | October 18th | October 29th |
Effective date | October 25th | October 30th |
Billing day | 23rd of the month | 23rd of the month |
At checkout |
Oct 18th, the client is charged a prorated amount to cover between Oct 25th - Oct 31st. | Oct 29th, the client is charged a prorated amount to cover between Oct 30th-Oct 31st. In addition, the full amount is also billed to cover the following month of Nov 1st - Nov 31st. |
1st monthly billing | Oct 23rd, the client is charged the full amount to cover between Nov 1st - Nov 30th. | Nov 23rd, the client is charged the full amount to cover between Dec 1st - Dec 31st. |
Next monthly billing | Nov 23rd, the client charged the full amount to cover between Dec 1st - Dec 31st. | Dec 23rd, the client is charged the full amount to cover between Jan 1st - Jan 31st. |
Buy an ongoing membership after the effective date
π When you buy an ongoing membership after the effective date & before the billing day, a prorated amount is charged at checkout to cover the period between the purchase date to the end of the month. During the same month, the next invoice occurs on the specific Billing day to cover the entirety of the next calendar month. This means the client is invoiced twice during the same month.
π When you buy an ongoing membership after the effective date & after the billing day, a prorated amount is charged at checkout to cover the period between the the purchase date to the end of the month. In addition, the client is also invoiced the full amount to cover the following month. This means the client is invoiced for two billing periods at checkout.
Purchase date | October 24th | October 24th |
Effective date | October 1st | October 1st |
Billing day | 28th of the month | 15th of the month |
At checkout |
October 24th, the client is charged a prorated amount to cover between Oct 24th - Oct 31st. | October 24th, the client is charged a prorated amount to cover between Oct 24th - Oct 31st. In addition, the full amount is also billed to cover the following month of Nov 1st - Nov 30th. |
1st monthly billing | Oct 28th, the client is charged the full amount to cover between Nov 1st - Nov 30th. | Nov 15th, the client is charged the full amount to cover between Dec 1st - Dec 31st. |
Next monthly billing | Nov 28rd, the client charged the full amount to cover between Dec 1st - Dec 30th. | Dec 15th, the client charged the full amount to cover between Jan 1st - Jan 31st. |