Report to show credit expiration date

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  • Updated 3 years ago
We run pilates classes where our patients buy a a block of 10 classes and the credit expires after 12 weeks. Patients can commence their block at any time and therefore we will have varying expiring dates for credit. Is there a way to record their credit expiration date and generate a report to enable us to easily write off any unused credit?
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Kerry

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Posted 3 years ago

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The Source of Wellness

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that would help us also, as we do similar and it is time consuming to administrate. also if the Payment could print like a receipt that we give to patients who want one, that would help. As we enter the payment as credit, then if they want a receipt we enter as a bill, print off, then go back and delete, so there isn't a double entry of the one payment