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- How to add a package to a members profile manually
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Members
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.
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If “Would you like to generate an invoice for this package?” is not selected no invoice will be created
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If a Cash, Card, EFT or No Payment (Free) is selected sessions are immediately released and a paid invoice is created.
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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:
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.
- 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