Add a pro rata (duration-based) fee

A pro rata fee calculates its total amount based on the appointment duration. This is useful for instances such as charging for travel or use of equipment.

Tip

You can display your pro rata fee rate on invoices by configuring your invoice template preferences.

Create a pro-rata fee

  1. Click Finances > Fees.

  2. On the top right, click New Fee.

  3. Enter the fee details as required. (Example: Equipment hire fee)

  4. Configure the following:

    Fee-Pro-Rata-01-Dollar.png

    This pro-rata fee is charged the total amount for every 30 minutes (duration)

    • Fee Type: Select Pro Rata.

    • Duration: Enter the number of minutes this pro rata fee will be charged. (Example: 30 minutes)

    • Round duration to 2 decimal places (Optional): Tick the checkbox to round the calculated duration to 2 decimal places.

    • Pricing: Enter the price for this pro rata fee to charge for every time segment set in Duration.

  5. Click Save Fee.

You have successfully added a pro rata fee.

With our example, if you add this pro rata fee to a 90 minute appointment, the total charge for the equipment hire is the Fee Amount x 3 (90 minutes = 3 x 30 minutes).

Fee-Pro-Rata-02-AU.png

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