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Selling prepaid services in Prospyr using packages

Updated over a year ago

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1. Begin by creating a new invoice for a patient as you normally would (from the schedule, an appointment, or their patient profile)

Begin by creating a new invoice for a patient as you normally would (from the schedule, an appointment, or their patient profile)

2. Click on Add Package to add prepaid services

Click on Add Package to add prepaid services

3. Select the prepaid service you are adding to the invoice

You can add additional packages to the invoice to add more services of different types as well

Select the prepaid service you are adding to the invoice

4. Use the "Quantity" input to select how many of the prepaid services are being purchased

Use the "Quantity" input to select how many of the prepaid services are being purchased

5. Click on Apply Invoice Coupons to add any discounts required

Click on Apply Invoice Coupons to add any discounts required

6. Complete the checkout process

Complete the checkout process

7. Once the checkout is completed, Click on the Billing icon within the patient profile to see the prepaid service coupons added to the patient's account

Once the checkout is completed, Click on the Billing icon within the patient profile to see the prepaid service coupons added to the patient's account

8. Which will be in the "Available coupons" section

Which will be in the "Available coupons" section
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