Create, sell, and redeem packages

Step-by-step guide

1. 1Open Packages and review the dashboard for active packages, expiring packages, unpaid invoices, liability, outstanding balances, and paid amounts.
2. 2Create or edit a package with a clear name, description, expiry policy, package terms, liability account code, and revenue account code.
3. 3Add each included service with the number of sessions the client receives and the value to recognize each time that service is redeemed.
4. 4Confirm the package price matches the included redemption values before staff start selling it.
5. 5Keep old package templates inactive instead of deleting them when clients may still have active balances or historical invoices.
6. 6Open a client profile, select an active package template, and sell the package with the amount collected today.
7. 7Review the created package sale invoice, amount paid, balance due, sessions remaining, expiry date, and liability remaining on the client record.
8. 8Record additional payments from the package invoice when the client pays the remaining balance.
9. 9When the client attends, open the completed appointment and redeem the matching package entitlement so liability is released and revenue is recognized.
10. 10Reverse a redemption only when it was applied to the wrong appointment or entitlement and no payment has been recorded on that appointment invoice.
11. 11Cancel an active package from the client record when needed, record a reason, and enter any refund amount that should reduce retained package value.
12. 12Use Expire overdue packages to close packages past their expiry date, then review dashboard totals for finance follow-up.