Wed, 17 Mar

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To Join: https://zoom.us/j/93467802765

Webinar | Topic: Billing Simplified | 17th March 2021 @10:00am

Billing Module Overview

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Webinar | Topic: Billing Simplified | 17th March 2021 @10:00am

Time & Location

17-Mar-2021, 10:00 am – 10:30 am IST

To Join: https://zoom.us/j/93467802765

About the Event

Topic: Billing - Just Simplified.

Agenda

  • Billing Home Page Tabs Overview
  • Viewing Client Profile Summary
  • Birds eye on Staff Register
  • Appointments and Invoices
  • OverviewCreating an invoice for an existing client
  • Creating an invoice for a new client
  • Creating an invoice for a guest / without phone number
  • Viewing Client Visit SummaryViewing Client Balances (Memberships, Advances, Service Balance, and Value Cards)
  • Applying Promotions
  • Collecting Payments
  • Converting Balance Amount to Advance
  • Collecting payments through multiple payment types