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PatientNow Essentials/EnvisionNow: Prepaids

Prepaids

Step by step instruction on how to sell and then redeem a prepaid

Click the links below to jump to a section:

💲Sell a Prepaid

🤩Redeem a Prepaid

📦Sell a Prepaid Package

💻Redeem a Prepaid Package

🔄Refund a Prepaid Item

👀Viewing Sold Prepaids in Client Sales History

💲 Sell a Prepaid

Your first step is going to be to create a ticket. Go to the sales register, select the client from the client drop down, and the employee from the employee dropdown. Then select an item from the search bar on the right and click the pencil icon next to the item to open the edit line item prompt. Select the Prepaid Sale option and click Save.
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Now you can check the client out just as you would a normal sale.

The prepaid will now be visible in 2 places after the ticket has been fully cashed out, in the sales register and in the client profile.
1. Sales Register - After selecting a client, a card icon with a check mark will be visible on the right of the client name. Hovering over it will show you what prepaids are on the account.
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2. Client Profile: In the prepaid tab at the top.
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🤩 Redeem a Prepaid

When that client comes in for that prepaid service we can easily check them out and it will automatically apply that prepaid service to the ticket. Then cash out like normal.

❌ If you do not want to use the prepaid for that ticket you can click the pencil icon to edit the item. Locate the Qty Prepaids Redeemed field and change the number to zero and click Save. It will then allow the user to pay for the service instead of using the prepaid.

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📦Sell a Prepaid Package

Your first step is going to be to create a ticket. Go to the sales register, select the client from the client drop down, then select an item from the search bar on the right. The register will then prompt for the employee. Click the pencil icon next to the item to open the edit line item prompt. Then enter the quantity you would like to sell and then click the ☑️ Prepaid Sale checkmark.

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👨‍💻 Redeem a Prepaid Package

When that client comes in to redeem the prepaid package or part of the package, you can easily check them out and it will automatically apply the entire prepaid package to the ticket. To change the quantity of what the client wants to use on the ticket you can click the pencil icon next to the prepaid package item to open the edit line item prompt. Change the Qty to the amount they would like to redeem then cash out like normal.

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🔄 Refund a Prepaid Item

Customers may request to have the value of a prepaid item refunded to them. This is the process for refunding a prepaid item.

  1. Open the sales register.

  2. Select the client in the client drop down.

  3. Select an employee to refund the item. Typically you will select the original employee who sold the item or the InHouse employee.

  4. Add the prepaid service or product to the sales register.

  5. Click the Edit (pencil) icon next to the prepaid item.

  6. Click the Upsell button.

  7. Click Save

  8. Complete the transaction by clicking on the Take Payment button.

  9. Select the payment type you will use to refund the money to the client.

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👀 Viewing Sold Prepaids in Client Sales History

To be able to see sold prepaids you are able to open the client profile and look under the PP Sale column.

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