Hint now allows you to issue membership invoices in advance of the membership fee's due date.
To issue a future membership invoice, follow the steps below:
Navigate to the patient's profile in Hint
Click 'Edit Membership'
Scroll down to the 'Bills Overview' section
Click the 'Invoice Now' button and an invoice will be generated with a scheduled payment date of the next bill date if autopay is enabled. If autopay is turned off, the invoice will appear as outstanding on the next bill date.
You can view this invoice in the patient's invoices section
If you would like to reschedule payment on a scheduled invoice:
Navigate to the patient's profile
Click on 'Invoices'
Click on the invoice you'd like to reschedule
Click 'Unschedule' under Payment History
Reschedule by clicking down arrow on the green 'Process Payment' button at the bottom of the invoice, selecting 'Schedule Payment', and picking a date for when you want the payment to be processed
Note: You can only scheduled payment on a full payment and not a partial payment
