The steps below will show you how to accept a payment for a package and add prepaid items to an account;

Step 1

  • Create a new stock item for your location.

  • Give a reference such as multi/package

  • Description: the name of the package deal

Step 2

  • The next step is to bill the patient with this stock item.

  • Open the patient record and click ‘Add New’ under the accounts screen.

  • Search for the new stock item and select 'Invoice and pay later'.

Step 3

  • Under the 'Account' tab

  • Click on ‘pre paid items

  • Select the location and the appointment type that you wish to add.

  • TM3 sees prepaid items as free appointments and there is no link to the existing charge.

Step 4

  • Book the appointment and the prepaid item will automatically appear.

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