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Create a One-Off Prorated Membership Invoice

Krystle Thornton avatar
Written by Krystle Thornton
Updated over 2 weeks ago

If your practice regularly prorates membership fees, creating time-based charge items allows you to easily calculate prorations right from the invoice in Hint.

  1. Navigate to 'Admin' -> 'Charges & Taxes'.

  2. Click '+New Item'.

  3. Type in the charge item name e.g. 'Prorated Monthly Membership Fees'.

  4. Select a time-based unit of measure (e.g. Month, Year, etc.).

  5. Type in the price of $0.

    1. Alternatively, If you only have one rate, type in your monthly membership rate if you selected a monthly unit of measure.

  6. Select the 'Memberships' category.

  7. Click 'Create' at the bottom of the page.

Once the charge item has been created, you can create an invoice for a partial period:

  1. Navigate to the patient's profile in Hint.

  2. Click on 'Invoices'.

  3. Click '+New Invoice'.

  4. Search for & select the prorated charge item name (e.g. 'Prorated Monthly Membership Fees').

  5. If the pre-set price is $0, change it to the total monthly price for that patient.

  6. Click on the charge item dates and select the service dates you'd like to charge the patient for.

  7. Click 'Save'.

  8. Click 'Issue Invoice'.

  9. Click 'Process Payment' or 'Record Payment' to apply the payment on the invoice.

Prorating Invoices From Service Start Date

  1. Navigate 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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