Client Record - Prepaids
How to edit Prepaid Items in Client Records
Prepaid items are great to use if you want to sell multiple services to a client at a discounted rate or provide incentives to build customer retention/loyalty. 👑
Items are sold as prepaid in the Sales Register.
💲 The Prepaids Tab
Any items sold to the client and marked as prepaid will appear in the Prepaids tab of the client's record, even if the prepaid item has already been redeemed.
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[IMAGE — needs manual upload: image.png] (original: <img src="https://patientnow.file.force.com/servlet/rtaImage?eid=ka0Rd0000002Suf&feoid=00N3s00000QF9k7&refid=0EMRd0000090iAN">)