Sales

The Sales area is where you can search for a sale and also process sales and refunds, create payment plans, bookings and course bookings, quotes and manage expenses.  Search for a sale Steps Navigate to the Sales menu On this Search t...

BookingTimes also lets you process a sale without a booking. This can which can be used for items such as: Prepaid vouchers Physical products Digital products/downloadable files Typically the client themselves can purchase products thems...

A custom quote can be used to provide a custom service/product package for individual clients, or to attract customers with a special offer. This quote can also be turned into an invoice if it is accepted. This article will detail how to create an...

A payment plan using a client's credit card can be set up for product sales by you as a BookingTimes administrator (i.e. this is not available publicly for clients to set up themselves). The product that is purchased will then be allocated to the cl...

You are able to purchase prepaid vouchers and packages, often to take advantage of discounted rates by pre-purchasing these products. See the Creating a prepaid voucher or package article for more details regarding how to create prepaid vouchers a...

Bulk invoice options BookingTimes recently added "bulk invoicing" to their arsenal of tools. Simply and quickly bundle unpaid bookings together into one invoice, one total, and less headaches. Steps Navigate to the Clients menu, search for a c...

You can also create an invoice summary for a client, which allows you to bundle together already paid bookings. This is often utilised when the client wants a list of paid services to give to their health insurance provider rather than having to sup...

You are able to take partial payments for a booking, for example, taking a booking deposit first and having the client settle the remaining balance at a later date. You can also take multiple credit payments using this same process. Please see the ...