We released a new pre-payment option called, AC Filter. The Available Credit (AC) Filter is more restrictive than our Minimum Threshold option but less restrictive than Package Mode. With the addition of this mode you have three pre-payment options to choose from.
The AC Filter determines a clients available credit by calculating total payments and subtracting the sum of completed session costs and scheduled session costs. When a session is added, if the client does not have enough credit to pay for the new session, the session will not be added to the calendar. A message will pop-up informing the user of insufficient funds.
Clients and Practitioners who attempt to add a session without available credit will NOT be allowed to do so. Staff and Administrators will be given the warning message, but they will be allowed to add the session.
The AC Filter mode works very well with our new AUTO BILLING option that works in tandem with auto invoicing. With this mode, auto invoicing, and auto billing, you can invoice your clients each month, biweekly, or weekly based on their future scheduled sessions. With Stripe enabled, auto billing can charge your clients, record the payment, mark the invoice as paid, and send the client their receipt. All of this is done automatically and we have a handy history tool to review the results.
IMPORTANT CHANGE TO LOCATIONS AND SERVICES
If you allow your clients to request sessions this is VERY IMPORTANT TO READ:
To control the locations and services your clients can select when requesting a session you MUST apply the appropriate setting. You can do that by editing your location or service, clicking on the tab marked CLIENT BOOKING and selecting YES for SHOW IN CLIENT BOOKINGS?
This process refers to clients requesting a session when logged into their account. Without this setting enabled the client will not see the location or service as an option.
Don't forget to click the ENABLE EDIT button before you SUBMIT and save.
ADDITIONS AND IMPROVEMENTS
- New Pre-Payment Mode Added
- Auto Invoicing Completed & Scheduled Sessions
- Added Auto Billing Option to Auto Settings
- Auto billing with Stripe and Invoices
- Auto billing history tool for auditing
- Service Report Summary Added
- Improved Add Session Prompts for Availability & P-P Mode
- Income Statement Improvements
- PayPal IPN Improvements
- Added Delimiters to Stripe Processing
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
