Prorating an Invoice

For Invoices that have already been issued:

Prorating Invoices from service start date

  1. Go to the patient's 'Invoice' tab
  2. Click into the invoice you would like to prorate
  3. The service dates are above each membership fee. Click the underlined service start date and select a new start date
    1. The service end date will shift so the amount of time covered stays the same
  4. Click 'Revise Invoice'
  5. From the drop down menu that appears click 'Revise Amount'
  6. In the box that comes up, set the service end date to be what it was originally
    1. The membership fee will calculate to only be for the time covered
  7. Press 'Decrease by $X'


Prorating Invoices from service end date

  1. Go to the patient's 'Invoice' tab
  2. Click into the invoice you would like to prorate
  3. Click 'Revise Invoice'
  4. From the drop down menu that appears click 'Revise Amount'
  5. Change the service end date to be the new end date
    1. Alternatively, in the drop down menu where it says month change it to day and in the box to the left of where it says day choose how many days the service should actually cover
    2. The membership fee will calculate to only be for the time covered
  6. Press 'Decrease by $X'


For Invoices that are in Draft mode:

To prorate a charge item it needs to have a time unit of measure. Charge items that have a time unit of measure need to be added to your charge item list before they can be used on an invoice

Prorating Invoices from service start date

  1. From the patient's 'Invoice' tab click '+ New Invoice'
  2. Add a charge item from your charge item list 
  3. Click the underlined service date and select a new service start date.
    1.  The service end date will shift so the amount of time covered stays the same
  4. Change the service end date to its original date
  5. The charge item amount will calculate to only be for the time covered
  6. Save the charge item and issue the invoice

Prorating Invoices from service start date

  1. From the patient's 'Invoice' tab click '+ New Invoice'
  2. Add a charge item from your charge item list
  3. Click the underlined service date and select a new service end date
  4. The charge item amount will calculate to only be for the time covered
  5. Save the charge item and issue the invoice

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