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Prorating a Membership Invoice

How to prorate a membership invoice that has already been issued

Krystle Thornton avatar
Written by Krystle Thornton
Updated over a month ago

This article walks you through prorating a membership invoice that has already been issued. To learn how to create a one-off prorated membership invoice, please click here.

Prorating Invoices From Service Start Date

  1. Head to the patient's 'Invoices' tab.

  2. Click on the invoice that you'd like to prorate.

  3. Click 'Edit' to the right of the membership fee that you'd like to prorate. The 'Edit Charge' modal will pop up.

  4. In the 'Edit Charge' modal, click 'See additional charge details'.

  5. Change the membership fee's start date, and click 'Save'.

    1. Note: This will update the service end date too. Please follow steps 6-8 below to change the service end date & prorate the charge.

  6. Click the orange 'Revise' button at the top of the invoice.

  7. In the revision modal that pops up, change the service end date back to the original end date. The price of the patient's membership fee will automatically adjust according to the chosen date range.

  8. Click 'Revise' to save your changes

Prorating Invoices From Service End Date

  1. Head to the patient's 'Invoices' tab.

  2. Click on the invoice that you'd like to prorate.

  3. Click the orange 'Revise' button at the top of the invoice.

  4. In the box that pops up, change the service end date. The price of the patient's membership fee will automatically adjust according to the chosen date range

  5. Click 'Revise' to save your changes

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