---
title: "Automatic prorating"
slug: "abonnements-la-proratisation-automatique"
updated: 2025-10-27T08:16:10Z
published: 2026-01-07T10:04:01Z
canonical: "help.frisbii.com/abonnements-la-proratisation-automatique"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Automatic prorating
Dreamhouse's friendly Salesforce and Frisbii administrator, D'Angelo, is invited by the Finance Team to do a training session on proration, as the department's new hires would love to understand this functionality in Frisbii.
D'Angelo takes his time to explain this functionality, because he already knows that a new feature available in the Spring'20 release of Frisbii is based on the *Automatic prorating* function. If you want to know more about this feature, here is the dedicated article:
[The calendar numbering period (365 days)](/frisbii-app/docs/en/abonnements-la-période-civile-de-numérotation-365j). Now let's follow D'Angelo's explanation of *Automatic prorating.*
## Use case
Proration is generally the act of applying a proportion; a ratio between different parts based on a whole. It is used in particular in the expression "prorata temporis" which is a proportion according to the time elapsed. In Frisbii, Automatic prorating allows you to calculate the prorated amount to be paid for a invoice line item which is not covering the whole invoice period.
## Fields used by the feature
Most of the fields concerning proration are on the invoice line item:
But there are also some fields on the Subscription Line item related to the invoice line item and on the Corporate Name. Here is an overview of these fields:
| **Corporate Name** | Automatic prorating | Checkbox | - If this option is activated, on top of calculating the prorated price, it will allow you to easily manage subscription interruptions: by generating a prorata temporis credit note for invoices already issued and by adjusting draft invoices prorata temporis. |
| --- | --- | --- | --- |
| **Subscription Line Item** | Do not prorate | Checkbox | - Allows you not to apply Automatic prorating (if activated on the Corporate Name) for this Subscription Line Item. |
| **Invoice Line Item** | Calculated Pro-Rata | Percentage (4, 6) | - This field is filled in by an Apex trigger that takes the ratio between the period covered by the Invoice Line Item divided by the period covered by the Invoice (= total invoicing period) multiplied by 100. |
| **Invoice Line Item** | Manual Prorata | Percentage (4, 6) | - If you want to refine or correct the prorate, you can enter a prorate rate here that will be used in priority over the calculated prorate. |
| **Invoice Line Item** | Prorata applied | Formula (Percentage) | Formula : - If *Do not pro-rate* is checked, result = 1 (=100%). - If *Do not pro-rate* isn't checked: - And the field *Manual Prorata* is filled with a value not equal to 0, the *Manual Prorata* value is applied - Otherwise, if the *Calculated Pro-Rata* is filled with a value not equal to 0, the *Calculated Pro-Rata* is applied. - Otherwise, a 100% prorate is applied (so no prorate). |
| **Invoice Line Item** | Amount excl. VAT before Discount | Formula (Currency) | - Before taxes and discount amount. - Formula : - Percentage * Coefficient * Quantity * Unit Price excl. VAT - If the Percentage = 0, calculating with 1 as value, otherwise with the actual percentage value. - ROUND function applied. - 4 decimal places. |
Let's start by activating the option.
## The Automatic prorating option on Corporate Name
At Dreamhouse, this option is of course already checked. But D'Angelo still shows us how to activate it.
### Steps
1. Go to the Corporate Name tab.
2. Open the Corporate Name record on which you want to activate the option.
Beware: If you have more than one Corporate Name, and you want to prorate the subscriptions/invoices from all your Corporate Names, you need to activate the option on each of your Corporate Names.
3. Check the Automatic prorating checkbox.
Now the option is activated for all subscriptions and all new invoices created from this Corporate Name.
## Application of prorations on an invoice line item
Now, we will apply the proration by following an example.
### Steps
1. Create a subscription by filling all the mandatory informations and recurrence options:
2. Create a Subscription Line Item by filling the mandatory fields.
**Beware :** Do not check *Do not prorate.*
3. Click on the button **Create schedule** on the subscription to generate the subscription billing schedule.
4. Go to the first invoice line item from the Subscription Line item related list. Otherwise, you can go to the first invoice of the subscription billing schedule and open the invoice line item.
5. In the Proration section of the Invoice Line Item you will see the prorating calculated according to the *Invoice Period (Days)* of the Invoice Line item and the *Total Invoicing Period (Days)* of the invoice:
6. The Amount excl. VAT before Discount is prorated.
**Note**: If you ever want to adjust the calculated prorate, you can use the *Manual Prorata* field. The percentage entered in this field is used in priority as the *Prorata applied*.