Create Package for Multiple Payments by Patient or Client

You may need to create a Package that the Patient will need to make multiple payments. This method will display the Patient pay portion on the invoice.

Step One: Create a Multiple Payment Package

1. Log in as the Admin.
2. Click on the Gear icon in the top right header.
3. Click on Templates.
4. Scroll to the Packages & Membership section.
5. Click Add New.
6. Select Package.
7. In the Price field, enter $0.00.
8. Fill in the Tax, Expiry, and Bookings.
9. Add your Service and Patient Portion.
10. Click Save.

Important Note: This is the discount value for purchasing the Package. For example, the regular price for treatment is $60.00. However, they are paying for 10 treatments upfront so that the Patient portion would be $50.00 (based on a $10.00 discount).

Step Two: Accept Payment for the Package

Since the Package is valued at $0.00, you will need to add a payment to their account to move money into Credit and to pay for the Package. You will use the Credit to pay off the Package.

1. Click on the Patient's Name.
2. Click on Billing in the Sidebar.
3. Click on Add Payment.
4. Unchecked any outstanding invoices.
5. Step through the Payment Process, which will add the cost of the Package to the Credit.
6. Add a Note indicating the payment is the purchase of a Package.

Step Three: Add the Multiple Payment Package

1. Click on the Patient's Name.
2. Click on Packages & Memberships in the Sidebar.
3. Select the appropriate Package.
4. Click Purchase.

Step Four: Redeeming an Insurance-Friendly Package

1. Create an Invoice.
2. Add the appropriate Service that will be redeemed with this Package.
3. Click Redeem.
4. Select the Package.
5. Click Redeem.
6. Click Pay.
7. Click Add a Payment Method.
8. Click Apply Credit.
9. Click Pay.