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
Head to the patient's 'Invoices' tab.
Click on the invoice that you'd like to prorate.
Click the three dots (...) next to the membership fee, then click 'Edit' to open the 'Edit Charge' modal.
In the 'Edit Charge' modal, click 'See additional charge details'.
Change the membership fee's start date, and click 'Save'.
Note: This will update the service end date too. Please follow steps 6-8 below to change the service end date & prorate the charge.
Click the orange 'Revise' button at the top of the invoice.
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.
Click 'Revise' to save your changes
Prorating Invoices From Service End Date
Head to the patient's 'Invoices' tab.
Click on the invoice that you'd like to prorate.
Click the orange 'Revise' button at the top of the invoice.
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
Click 'Revise' to save your changes
