Sell a package with partial payment and collect the remainder

In the sales application: Issue a package invoice immediately and make sessions available, with money due separate from session balances.

1. Step 1

   Open Services > Customer packages and select the customer and package. Its tax-inclusive total appears beside its name.

2. Step 2

   Choose the actual payment method and enter only the amount received now: part, all, or zero.

3. Step 3

   Select Sell package and issue invoice. The invoice is issued immediately, all sessions become available even after partial payment, and the remainder is due from the customer.

4. Step 4

   Open the package balance to review the invoice, paid and due amounts, plus used, reserved and available sessions for each service.

5. Step 5

   For a later payment, select Collect payment for this invoice, record the actual amount and allocate it to the package invoice, then save. Customer management and collection permission is required.

Unlike a booking advance, the package purchase remainder is a customer receivable subject to the credit limit. Using a covered session creates no second service invoice. Any return on the package invoice blocks usage until reviewed.