Invoicing for appointments that have been paid in advance

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.

1. We create these appointments in the future (you can do this either using a recurring appointment, or using the clone functionality)
2. Typically, your client will be coming on predictable days, but you can always reschedule appointments if you need to.
3. You can generate an invoice for the appointments and 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.