We offer packs of 10 appointments for pilates. These packs have expiry dates. How do you 'write off' the unused credits on the files?
Posted 4 years ago
Steven, Business Care
Hi Coralie, welcome to the Smartsoft Community!
We would recommend creating an “Expired Voucher” item code that you can then bill to clients when a voucher expires to balance their account. This way, you can still record the amount as income and track the item through reports.To begin select the Item Codes icon above the appointment book
Select New to create your new Item Code
Give it an appropriate Item Code and Description and select the relevant Schedule using the drop down.
Don’t forget to save changes when closing the window.
Now you can bill your patient for this item code to reduce their balance back to 0.
We would recommend creating an “Expired Voucher” item code that you can then bill to clients when a voucher expires to balance their account. This way, you can still record the amount as income and track the item through reports.To begin select the Item Codes icon above the appointment book
Select New to create your new Item Code
Give it an appropriate Item Code and Description and select the relevant Schedule using the drop down.
Don’t forget to save changes when closing the window.
Now you can bill your patient for this item code to reduce their balance back to 0.
