---
title: Prorate Membership
description: In this article, learn how to prorate a membership.
---

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# Prorate Membership

## In this article, learn how to prorate a membership.

APPLIES TO: Admins and Staff

Last Updated: May 2, 2023

If you find yourself in a situation that you would need to prorate a membership to a specific date, you can do so by following the steps outlined below.

#### Prorate Membership: Video Walkthrough

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#### Prorate Membership: Step-By-Step Guide

- Login to your account and click the green button on the top right, select Point of Sale
- Search or click on the client's name you would like to sell the membership to
- Search or click on the membership name of the membership you would like to sell them
- Select the correct profile to purchase and click Add to Cart
- Click Continue to proceed to checkout
- Scroll to the bottom of the checkout drawer and select the Prorate box

![2023-05-02\_11-09-55](https://help.upperhand.com/hs-fs/hubfs/2023-05-02_11-09-55.png?width=688&height=333&name=2023-05-02_11-09-55.png)

- Input the preferred Bill Date and the software will automatically prorate the price of the membership based on the Bill Date and the amount of the membership
- You can deselect the Charge Now box to not charge them until their first Bill Date

![2023-03-23\_13-40-23](https://help.upperhand.com/hs-fs/hubfs/2023-03-23_13-40-23.png?width=688&height=337&name=2023-03-23_13-40-23.png)

- Once you are finished, click Continue to Cart
- Verify the information is correct in the checkout drawer and click Continue to Payment
- Select the Payment Method and appropriate card information, if applicable. 
    - ***Note: **A card **must **be saved on file for a membership purchase in order to proceed.*
- Click Purchase

 

 

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