Selling a Prepaid Service
Selling a Prepaid Service is a lot like performing a normal sale, with one or two key differences. For a refresher on performing a sale, please click here.
Prepaid services can be added to any sale, but for this example, we'll create a new sale as if a customer has just walked in to prepurchase their service for a later, undetermined date.
- Open the Sales screen by clicking on Sales.
- Add the client by clicking the Add Client to Sale button.Enter the client name and again, click the Add Client to Sale button.
- To select the service, click on the +Service button.
Select the service from the dropdown menu and ensure the Pre-purchase service checkbox is ticked. Then click Add. Repeat this step if pre-purchasing multiple services.
- Complete the sale as usual.
You can view prepaid services on the client's history by clicking on the Prepurchased tab.