Creating a prorated membership invoice

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'
  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'


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. Click on the charge item dates and select the number of days you'd like to charge the patient for
  5. Click 'Issue Invoice
  6. Click 'process payment' or 'received payment' to apply payment on the invoice


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