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  • #31583
    jospore
    Participant

    We sell packages for Massage therapy which is valid for a year. Once the year is up we have to balance the accounts, how do you suggest we do this so that the remaining unallocated credits be balanced?

    #33658
    Support
    Keymaster

    Hi – thanks for your post.

    Probably the best way to adjust a pre-payment amount is to raise a corresponding invoice for the appropriate amount. We would recommend creating a new ITEM/SERVICE called “Expired Package” and then when the pre-payment expires, you can :-

    [1] raise an invoice
    [2] add an invoice line with the item “Expired Package”
    [3] set the amount accordingly

    Please let us know if this works for you – many thanks!

    #33659
    jospore
    Participant

    Thanks for that, did as you’ve suggested and works well.

    jose 😀

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