Discount codes and funders.
Make private codes for money off, or for sessions a council, insurer, employer or charity pays for. Funded sessions add up into one invoice you send from OS.
Steps
- In Payments, open Codes and press + New code, type the code, choose £ off or % off with the amount, or Full comp for a funder who pays it all.
- Set Once per client, Total uses and Expires if you want them, then press Create code, and switch a code between Active and Off at any time.
- Open Funded clients and press + New funder with their name, accounts email, payment terms and rate per session.
- When you book a funded client in the Diary, choose their funder instead of Paying themselves.
- When a funder owes money, press Send the invoice in the Payments band, press Generate invoice, then Send, and press Mark paid when it is paid.
- If an invoiced session is cancelled, press Issue credit note on that funder's page.
Questions
How does a client use a code?On your booking page, at the total, they open Code, type it and press Apply. Only the people you give it to can use it.
Why can I only make funder codes?Your offers are set to Never in Your clinic, so no discount code can be made. A funder paying is not an offer, so funder codes still work.
Can I download a funder's invoice?Yes. Each invoice on the funder's page has a PDF button beside Send.