Simplifying Package Sales in Prosper
Creating an Invoice
Use the action button to create an invoice.
Select location and provider if needed.
Choose the package option.
Adding Prepaid Services or Packages
Add prepaid services or packages to the invoice.
Completing Checkout
Finalize the checkout process.
Adding Same-Day Services
If the patient is receiving a service on the same day, add it to the invoice (e.g., a Hydrafacial).
Using Package Credits
Utilize credits from a package to pay for additional services.
Example: Using a credit from a five-pack to pay for a Hydrafacial.
Generating New Service Credits
After completing payment, new service credits are created and linked to the patient profile for future use.
