Transfer the Usage of a Package to a Family Member

You may have a family member that wants to allow another family member to redeem their package.

Example: Dad owns the package, and the child wants to redeem a usage.

Step One: Consume Package

  1. Create an Invoice for Dad, with an eligible service on it
  2. Redeem a package on the Dad’s invoice to consume the package usage
  3. Add a Note on the invoice that the consumption was for the child

Step Two: Create Discount

  1. Click on the Gear icon in the top right header
  2. Click on Billing
  3. Scroll to the Discount section
  4. Click Add New
  5. Add Discount for Services and label it “Package Transfer”
  6. Make the Discount 100%
  7. Click Save

Step Three: Create an Invoice for the Child

  1. Create an Invoice for the child
  2. Click Edit on the Invoice
  3. Click Discount
  4. Add the Package Transfer discount (this will zero out the invoice)

Adding a Package or Membership to a Patient/Client Profile

Redeem a Package or Membership

Package & Membership Online Booking Redemption

Cancelling a Package or Membership

Deleting a Package or Membership

Create an Insurance-Friendly Package

Refunding a Partially Used or Cancelled Package or Membership

Unpaid Membership Invoices Displayed on the Dashboard

Create a Package that the Patient / Client needs to make Multiple Payments

View/Print/Download/Email Package or Membership Details for a Patient

You may have a family member that wants to allow another family member to redeem their package.

Example: Dad owns the package, and the child wants to redeem a usage.

Step One: Consume Package

  1. Create an Invoice for Dad, with an eligible service on it
  2. Redeem a package on the Dad’s invoice to consume the package usage
  3. Add a Note on the invoice that the consumption was for the child

Step Two: Create Discount

  1. Click on the Gear icon in the top right header
  2. Click on Billing
  3. Scroll to the Discount section
  4. Click Add New
  5. Add Discount for Services and label it “Package Transfer”
  6. Make the Discount 100%
  7. Click Save

Step Three: Create an Invoice for the Child

  1. Create an Invoice for the child
  2. Click Edit on the Invoice
  3. Click Discount
  4. Add the Package Transfer discount (this will zero out the invoice)

You may have a family member that wants to allow another family member to redeem their package.

Example: Dad owns the package, and the child wants to redeem a usage.

Step One: Consume Package

  1. Create an Invoice for Dad, with an eligible service on it
  2. Redeem a package on the Dad’s invoice to consume the package usage
  3. Add a Note on the invoice that the consumption was for the child

Step Two: Create Discount

  1. Click on the Gear icon in the top right header
  2. Click on Billing
  3. Scroll to the Discount section
  4. Click Add New
  5. Add Discount for Services and label it “Package Transfer”
  6. Make the Discount 100%
  7. Click Save

Step Three: Create an Invoice for the Child

  1. Create an Invoice for the child
  2. Click Edit on the Invoice
  3. Click Discount
  4. Add the Package Transfer discount (this will zero out the invoice)

Adding a Package or Membership to a Patient/Client Profile

Redeem a Package or Membership

Package & Membership Online Booking Redemption

Cancelling a Package or Membership

Deleting a Package or Membership

Create an Insurance-Friendly Package

Refunding a Partially Used or Cancelled Package or Membership

Unpaid Membership Invoices Displayed on the Dashboard

Create a Package that the Patient / Client needs to make Multiple Payments

View/Print/Download/Email Package or Membership Details for a Patient

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice