Invoicing for appointments that have been paid in advance
This article will outline how you can keep track of a client's account in the case that they pay in advance for several appointments
You might have a client who buys a package of appointments in advance. For example, a regular who pays upfront for a set number of appointments.
While you can't track a credit on a client, you can create future appointments and then track a payment against them.
The process looks something like this:
Let's assume a client has bought and paid for 6 appointments in the upcoming month.
- We create these appointments in the future (you can do this either using a recurring appointment, or using the clone functionality)
- Typically, your client will be coming on predictable days, but you can always reschedule appointments if you need to.
- You can generate an invoice for the appointments and you can also mark them as paid (since they have been paid in advance)
- This way you can keep track of these appointments as a group (they are grouped by the invoice) as well as send them their receipt in advance.
With this approach you can:
- View their schedule in advance
- Send them a receipt for their payment
- Keep track of the appointments in their package and know when they need to make payment again
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