How do I add a package to a member's profile manually?

Adding a new package via the members' card
Navigate to Members > Manage > 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 adhoc 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, Debit Order, and Card Subscription 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 / next card subscription billing date

When no invoice or a prorated invoice is created for month-to-month packages the package is immediately released.

When yes is selected to create a prorated invoice:

• Cash, Card, EFT - Paid invoice is created.
• Card Subscription / Debit Order Subscription - Prorate invoice is generated for the partial period before the next billing date.
• Request adhoc payment - Invoice is sent to the member with the payment link (Only available to studios integrated with Paystack, Paynow or Stripe)
• Generate invoice - unpaid invoice is created

Go to Accounts > Invoices > Click on the action button next to the invoice > Record payment