Foreword:
This article describes how to create a balance automatically following sessions. This balance will then have to be billed manually.
Step 1:
Create a template event linked to a paid intervention code.
Step 2:
Put this event in the customer's activities with the desired recurrence.
Once the time of the event has passed, your customer's balance will automatically be modified.
You can also configure your appointments to allow the customer to choose this event.
Once the appointment date has passed, your customer's balance will be modified automatically.
Step 3:
Your customer's balance will be modified once the event has passed.
You can then “Invoice” the customer's balance, so that they receive an invoice and can pay it.
Invoice your customers only when you need to, to avoid the proliferation of e-mails and, above all, to ensure that the date is realistic for your accounting purposes.
Tip
You can view the balance of all your customers from the administration area (Reports tab) to see who should be invoiced.
