Hint offers a set of tools designed to add recurring or one-time charges to a membership.
*Please note that before you can add a charge item to a membership, you will need to create the charge item under Admin > Charges & Taxes. You can also assign the charge item(s) to a certain category, making it easy to filter for the charges by category in your Billed Revenue and Received Payment reports to segment out membership and non-membership charges.
Follow these steps to add a charge item to a patient's membership:
Navigate to the patient's record in Hint.
Click 'Edit Membership'.
Scroll down to the 'Additional Charges' section of their membership.
Click 'Add Charge'.
Select from the list of pre-configured charge items in the dropdown menu.
Select if this is a one-time charge or a recurring charge.
Click 'update' at the bottom of the page.
When membership invoices are generated, the invoice will include any recurring charge items you've added to the membership. These recurring charge items will continue to bill alongside the membership charges until the duration expires, the charge item is removed, or the membership is terminated.
