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How To Issue A Membership Invoice In Advance Of Due Date

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated this week

Hint now allows you to issue membership invoices in advance of the membership fee's due date.
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​To issue a future membership invoice, follow the steps below:

  1. Navigate to the patient's profile in Hint

  2. Click 'Edit Membership'

  3. Scroll down to the 'Bills Overview' section

  4. 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.

  5. You can view this invoice in the patient's invoices section

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​If you would like to reschedule payment on a scheduled invoice:

  1. Navigate to the patient's profile

  2. Click on 'Invoices'

  3. Click on the invoice you'd like to reschedule

  4. Click 'Edit Scheduled Payments' on the far right of the scheduled payment

  5. Reschedule by selecting a new date from the date dropdown and clicking 'Schedule Payments'

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