With a treatment package, the client is paying you upfront for several treatments. To handle this within ClinicSense, you can use account credit. Please see our help article on how to add/redeem account credit.
Here's a summary of how it works:
- The client pays for $500 for a series of treatments
- You record this payment as account credit
- Each time the client comes in for a treatment, you will go to that treatment's invoice and add a payment. Select the payment method "Account Credit"
- You can continue to use account credit as a payment method until there is no credit remaining
You may also be providing a discount. Please see our help article on how to create a discount.