Membership Schemes - An explanation of Invoice schedules and calculations

Article author
Orla OHiggins
  • Updated

What's the context and purpose?

Meddbase allows you to set up Membership Schemes on a weekly, monthly, or yearly billing frequency. Should you wish to charge patients a membership fee, you'll need to create a charge band for members.

    Please note: Memberships will only work for your patients' Self Pay Charge Band(s). Enabling a membership raises an invoice up-front, therefore a company cannot be charged.

This article outlines how a Membership Scheme charge is calculated and scheduled. 

To learn more about setting up a Membership Scheme you can read this article: Membership Schemes - Configuration Overview.


How are monthly membership invoices calculated?

As months are variable in length, the initial invoicing schedule for new members on a monthly Membership Scheme is as follows: 

  • First invoice date = today (your chambers local time)
  • Second invoice year = year of (today + 2 months)
    • Second invoice month = month of (today + 2 months)
    • Second invoice day = membership scheme billing day
  • First invoice amount = membership monthly price divided by 30 days multiplied by total days between first and second invoice 

This can be seen in these examples: 

Date Joined Monthly Billing Day Second Invoice Date EXAMPLE:
Standard Membership Fee (Monthly)

Days between day joined & the second invoice

First Invoice Bill

1/1/2021 1 1/3/2021 £100 58 £193.33
1/1/2021 15 15/3/2021 £100 72 £240
1/1/2021 20 20/3/2021 £100 77 £256.67
15/1/2021 1 1/3/2021 £100 44 £146.67
15/1/2021 15 15/3/2021 £100 59 £196.67
15/1/2021 20 20/3/2021 £100 63 £210


    Please note: In the instance where a member wishes to end their membership, the end date to provide services could be either the up to/up to and including the next invoice date. 


Review date

This article was last updated on 27 August 2021 in the context of Meddbase version