Financial Terms

What Does “True-Up” Mean in a Contract?

A reconciliation process where estimated payments are adjusted to reflect actual usage, costs, or performance.

Detailed Explanation

True-ups reconcile estimates with reality. For example, if you prepay based on estimated usage, a true-up at year-end adjusts for actual usage—you might owe more or receive credit.

True-up provisions should specify timing, calculation methodology, dispute procedures, and payment terms. Without clear rules, true-ups can lead to significant unexpected bills.

Example in a Contract

Within 30 days after each calendar year, Licensee shall provide a report of actual usage. If actual usage exceeds the prepaid quantity, Licensee shall pay for excess at the then-current rates. If actual usage is less, credit shall apply to the following year.

Why It Matters

True-ups can create cash flow surprises. Understand when true-ups occur, how they're calculated, and what happens if you dispute the calculations.

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