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 and click on the issued invoice

  2. Change the date for the patient's coverage start date by changing the date highlighted in blue

    1. Note: This will update the service end date too. We will edit that next.

  3. Scroll to the bottom of the invoice and click the orange 'Revise' button

  4. In the box 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

  5. Click 'Revise' to save your changes

Prorating Invoices From Service End Date

  1. Head to the patient's 'Invoices' tab and click on the issued invoice

  2. Scroll to the bottom of the invoice and click the orange 'Revise' button.

  3. 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

  4. Click 'Revise' to save your changes

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