Some clients prefer to pay upfront and use that payment as credit or a deposit for future appointments. For example, an aesthetic GP might have clients who regularly come in for treatments and prefer a credit system rather than paying each time.
Bookem makes it easy to allocate this credit or deposit and apply it as sessions occur.
You capture and allocate an upfront payment (deposit or credit) to the client’s account
This amount is then automatically applied to invoices for each session as it happens
The process continues until the credit is fully used
A client pays an aesthetic GP upfront for a series of regular treatments. Instead of paying after each session, the client uses credit from the pre-paid deposit. After every booking, an invoice is issued and the credit is applied until it’s depleted.
Go to Accounts > Payments
Manually capture and allocate the upfront payment to the client’s account
The client can now be invoiced using this credit
After each booking:
- Issue an invoice for a single session, or
- Click +Add booking to include multiple bookings and their line items
That’s it
Tip: Avoid sending an invoice before the service has occurred.
This is because clients can't claim from medical aid for future services
It’s best practice to issue the invoice only after the booking ends