How To Issue A Membership Invoice In Advance Of Due Date

Hint now allows you to issue membership invoices in advance of the membership fee's due date. 

To issue a future membership invoice, follow the steps below:
  1. Navigate to the patient's profile in Hint
  2. Click 'Edit Membership'
  3. Scroll down to the 'Bills' section
  4. Click the 'Invoice Now' button and an invoice will be generated with a scheduled payment date of the next bill date if autopay is enabled. If autopay is turned off, the invoice will appear as outstanding on the next bill date. 
  5. You can view this invoice in the patient's invoices section 


If you would like to reschedule payment on a scheduled invoice: 

  1. Navigate to the patient's profile
  2. Click on'Invoices'
  3. Click on the invoice you'd like to reschedule
  4. Click 'unschedule' under Payment History
  5. Reschedule by clicking down arrow on the green 'Process Payment'  button at the bottom of the invoice, selecting 'Schedule Payment', and picking a date for when you want the payment to be processed
Note: You can only scheduled payment on a full payment and not a partial payment


   

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