Installments

Overview

This guide explains Installments in the Courses, sessions & memberships area of ClinicSoftware. It provides a clear operational explanation of how the capability works, then outlines the practical benefits for saving staff time, converting clients and leads, and protecting clinic revenue.

How it works

From this page, you view and take payments for the client’s course instalments.

The Instalments page is divided into 3 sections:

• “Instalments” which will list all course directories and the courses instalments that are not fully paid.
• “History” which will list all of the courses instalments payment date.
• “Notes” in which you can place payment related notes

To take payment of a course instalment search for the course in the “Instalments” page and press “SET PAID” for the instalment that you wish to take payment for.

After you press “SET PAID” the instalment will be added to the cart.
From there, press CASH/CARD to complete the payment.

You can take payment for all of the remaining instalments of a course by pressing “SET COURSE FULLY PAID”.
This will add all of the remaining instalments to the cart; Press CASH/CARD to complete the payment.

To save payment notes, fill in the Notes field and then scroll down and select the “Save notes” button.

Benefits for your clinic

• Save time: Automates course balances, sessions and membership tracking so staff spend less time calculating remaining treatments manually.
• Win clients and leads: Clear course and membership options make packages easier to explain, helping prospects commit with confidence.
• Generate revenue: Packages and memberships encourage advance purchase, improve cash flow and increase the average value of each client relationship.