For any upfront payments, partial credit is allocated to invoices as sessions occur until the credit is exhausted.
An example: An aesthetic GP accepts upfront payment from a client who prefers a credit system for regular treatments instead of paying each time. Credit is used whenever the client books an appointment until it is depleted.
Follow these steps:
Go to Accounts > Payments
Manually capture and allocate the upfront payment to the client's account:
3. Clients can now be invoiced using this credit
4. After each booking, you can issue an invoice for a single session, or generate an invoice for multiple bookings by clicking ‘+Add booking’ to include more bookings and its associated line items
5. That's it. Remember that your client can't claim back from medical aid with an invoice for a service that has not occurred yet and it is best practice to only send an invoice after the booking has ended