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
Select 'Memberships & Billing' tab
Scroll down to 'Memberships & Packages' section
Click 'Edit' with the pencil icon next to the active 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.
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
Select 'Memberships & Billing' tab
Navigate to 'Invoices' section
Click on the invoice you'd like to reschedule
Click 'Edit Scheduled Payments' on the far right of the scheduled payment
Reschedule by selecting a new date from the date dropdown and clicking 'Schedule Payments'