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
Ensure the upfront payment is captured and allocated to the client's account - see how below
Clients can now be invoiced using this credit. After each booking, you can issue an invoice for single sessions, or generate an invoice for multiple bookings by clicking ‘+Add booking’ to include the latest booking and its associated line items