For contracts longer than 1 month, there are several possible ways to work
- Monthly day-price method: ProPlanner uses daily prices. Depending on the period, the daily price can become more advantageous by using incremental prices. For example: 1 day costs €25/day, from 7 days it is €20/day, and from 25 days it is €15/day.
- This is the most flexible way to easily settle partial periods.
- E.g.:
A contract runs from 15/01/2020 to 21/12/2020. A daily price of €15 is applied, because you fall under the monthly rate.
If invoiced until 31/01/2020, 17 days will be charged at €15.
Conversely, at the end of the contract, for invoicing from 01/12/2020 to 21/12/2020, another 21 days will be charged at €15. - Additional advantage: if you invoice in advance and the car is returned earlier, ProPlanner will automatically credit the excess invoiced days.
- However, the result is that not every month will have the same amount.
- February 2020 has 29 days, so 29 x €15 = €435 will be charged
- March 2020 has 31 days, so 31 x €15 = €465 will be charged
- Fixed monthly amount method:
- For each month the same amount is charged, for example €450.
- The result is that ProPlanner will always charge a fixed monthly amount, even if there is not a full month to be charged.
- E.g.: if €450 is fixed and at the end of the contract only a period of 15 days needs to be charged, €450 will still be invoiced.
- Furthermore, if you have invoiced in advance, ProPlanner will not create a correction line if the car is returned earlier than expected. If you still want to make a correction, this must be done with a manual credit line.
- Fixed monthly amount with settlement for shorter periods - method (New from ProPlanner version 5.63 (release date early April 2021) )
- In this method you provide two rates: the rate for the monthly amount of €450, and the rate for settlement per day for short periods, of €15/day (note that this settlement rate differs from the standard daily rate of €25/day). We select this settlement rate as €450/30 days. ProPlanner needs this second rate to correctly settle shorter periods.
- Let's take again the above example of a contract from 15/01/2020 to 21/12/2020
- If you make the first invoice for the period 15/01/2020 to 31/01/2020, then ProPlanner will put 16 x €15 on the invoice
- For the next monthly invoices from February to November, ProPlanner will put 1 x €450 on the invoice each time.
- For the last month (December), we again have a partial period, namely up to 21/12/2020, and ProPlanner will put 21 x €15 on the invoice.
- A second example, where invoicing is not done until the end of the month but always 1 month from the start day.
- The contract again runs from 15/01/2020 to 21/12/2020
- The first invoice is made for the period 15/01/2020 to 14/02/2020 (this can be done automatically via periodic invoicing ). On the invoice, ProPlanner will put 1 x €450.
- The second invoice is made for the period 15/02/2020 to 14/03/2020. On the invoice, ProPlanner will put 1 x €450.
- This continues until invoicing is done up to 14/12/2020. There will then remain a residual period of 7 days. ProPlanner will put 7 x €15 on the invoice for this.
All of this can be combined with periodic invoicing