Prospyr

Selling prepaid services in Prospyr using packages

Redeeming Prepaid Services and Package Credits

View a patient's product purchase history before checkout

How to make a new invoice template, then use it on a new invoice

Creating and Using Invoice templates

How to Refund a Payment

Instructions for how to edit or delete an Invoice Template

How to manage Invoice Templates

How to discount an invoice line item by a dollar or percent amount

Custom Discounts for any Line Items

Updating a Payment Method on a Subscriptions

This article walks through the functions and capabilities of managing an existing invoice

Navigating Draft and Completed Invoices

Create Invoice Level or Item level Coupons to apply to invoices

Creating Coupons in Prospyr

The easiest way to have a single invoice for a multi-service and provider appointment

How to checkout appointment with multiple services and providers

https://www.youtube.com/watch?v=GdpFGNQfyBY

Edit Paid Invoices

Quote invoices with consent and deposit requirements

Sending Digital Quotes

How to Send Digital Quotes

How to set up an invoice, check out a patient, and take payment.

Completing a Checkout in Prospyr

Invoices and Payments

How to redeem gift cards using a gift card code

Redeeming Gift Cards

Selling Gift Cards in Person (to be redeemed later)

In this article, you'll learn how to purchase and redeem a gift card in Prospyr.

Checking out and using a Gift Card in Prospyr

Gift Cards

Prospyr Website

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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