Skip to main content

Managing Prepaid Services and Packages in Prospyr

Updated over a year ago

Simplifying Package Sales in Prosper

  1. Creating an Invoice

    • Use the action button to create an invoice.

    • Select location and provider if needed.

    • Choose the package option.

  2. Adding Prepaid Services or Packages

    • Add prepaid services or packages to the invoice.

  3. Completing Checkout

    • Finalize the checkout process.

  4. Adding Same-Day Services

    • If the patient is receiving a service on the same day, add it to the invoice (e.g., a Hydrafacial).

  5. 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.

  6. Generating New Service Credits

    • After completing payment, new service credits are created and linked to the patient profile for future use.

Did this answer your question?