Client Record - Prepaids

How to edit Prepaid Items in Client Records

Prepaid items are great to use if you want to sell multiple services to a client at a discounted rate or provide incentives to build customer retention/loyalty. 👑

Items are sold as prepaid in the Sales Register

💲 The Prepaids Tab

Any items sold to the client and marked as prepaid will appear in the Prepaids tab of the client's record, even if the prepaid item has already been redeemed.

client profile prepaid

💡 Helpful Tip: If you need to edit a prepaid item or service, you can easily do so by clicking the pencil icon.

edit prepaid