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Create a One-Off Prorated Membership Invoice
Create a One-Off Prorated Membership Invoice
Axsona Stadnyck avatar
Written by Axsona Stadnyck
Updated over a week 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. Click on 'Admin' at the top right menu bar

  2. Click on 'Charges & Taxes'

  3. Click '+New Item'

  4. Type in the charge item name e.g. 'Prorated Monthly Membership Dues'

  5. Select from the unit of measure drop-down menu 'Month', 'Year', etc.

  6. Type in the price of $0 or if you only have one age tier, type in your monthly membership rate

  7. Select the category 'Memberships'

  8. Click 'Create'

Once the charge item is created, you can create an invoice for a partial period. Navigate back to the patient's profile in Hint:

  1. Click on 'Invoices'

  2. Click '+New Invoice

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

  4. If the current price is $0, change it to the total monthly price for that patient

  5. Click on the charge item dates and select the number of days you'd like to charge the patient for.

  6. Click 'Save'

  7. Click 'Issue Invoice

  8. 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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