How to add a package to a members profile manually

Octiv offers two options on how to add a new package to a member's profile. Via the member's card and the schedule

Adding a new package via the members' card 

Navigate to Members > Mange > click on the member to open the member card > Packages > Add new package 

Limited Packages: 
> allocate limited package> if a default period is allocated to the package the end date will automatically pull through > select payment Type > select if the invoice should be sent to the member “Yes” or “No” > Submit.

• If “Would you like to generate an invoice for this package?” is not selected no invoice will be created

• If a Cash, Card, EFT or No Payment (Free) is selected sessions are immediately released and a paid invoice is created.

• If Requesting adhoc payment or generating an invoice is selected sessions will only be released once the invoice has been recorded as paid.
  
  Go to Accounts > Invoices > Click on the action button next to the invoice > Record payment

• Request ahhoc payment is only available to studios integrated with Paystack, Paynow or Stripe. This will then automatically send the Invoice with a payment link to the member.
  
  Only once the payment has been done by the member will the invoice recon to paid and the sessions released.

Month-to-month rolling Packages for Cash and Debit Order members

> allocate the month-to-month package (e.g. 3x Week) > if a default period is allocated to the package the end date will automatically pull through > select if you would like to have a prorated invoice created for the package or not 

> if yes is selected the prorated amount for the outstanding days (depending on the start day of the package) will be generated > select payment Type for how the prorated invoice must be paid > and follow the steps. 

> if no is selected the first automated invoice created will be in the cash invoice generation batch/ next debit order batch

Cash:

Debit Order: