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Invoicing Ahead of Time
Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over 10 months ago

Hint Health allows your practice to customize how far in advance membership invoices will be generated on the patient's account and whether or not to send the patient's a heads up email notification with a link to the invoice.
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​To configure how far in advance you would like invoices generated:

  1. Go to Admin > Membership Options > Invoicing Ahead of Time

  2. In the first column, input the number of days you would like invoices generated ahead of time for autopay enabled, autopay disabled, monthly and non-monthly memberships

  3. Use 'Schedule Payments in Advance' if you would like patient invoice to be paid in full on a date after the due date

  4. Patient email notifications can be enabled/disabled and customized

Invoices will generate in advance with a scheduled payment date of the membership's next bill date. If you need to change the payment day on an issued invoice, see this overview on how to schedule a payment on an invoice.
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For Autopay Enabled Memberships:

Membership invoices will automatically process on their payment date.
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For Autopay Disable:

Invoices will appear in your outstanding payments if payment is not manually processed or recorded by the invoice date.

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