- Charge clients via Stripe when creating an invoice (manual and automatic)
- Account balance adjustment for invoices
- Pending sessions omitted from invoices
- Pending sessions used as placeholders
- Clients can cancel pending sessions at any time
- Setting added for x hours notice a client must give when requesting a session
Billing Invoices Using Stripe
For manual invoice creation and automatic invoice creation you can bill your clients via Stripe without having to add the invoice and then going to Pay Assist. The two steps are now merged into one.
For automatic invoicing, invoicing that is conducted by the system offline, you have to enable the AUTO BILLING setting. You can activate this setting by navigating to: ACCOUNTING > INVOICES > AUTO INVOICES (dropdown) > AUTO SETTINGS > AUTOMATIC BILLING=YES > SUBMIT.
Account Balance Adjustment
We have added an account balance adjustment (ABA) when creating invoices. By default this setting is turned on. ABA is like a previous balance indicator; whereby it calculates the total services due and subtracts that by the total payments made.
Thus, when viewing an invoice with ABA active you will see a column that creates a credit or a debit in the case the client has prepaid for services or has an outstanding balance, respectively.
ABA is essential if you plan to invoice your clients based on scheduled sessions on the calendar (pre-payment) or if you allow clients to cancel sessions.
Pending Session Rules
Pending sessions will not be added to invoices. The logic is: if a session is pending then it has not been confirmed. If a session is not confirmed it should not be billable. Therefore, when creating an invoice, pending sessions will not populate the session list. If you want the session to be billable you must mark it as confirmed.
Since pending sessions are not added to invoices you can use this feature to add placeholders to the calendar and session list pages.
Some Bizstim clients use placeholders for tracking room reservations or practitioner/client reservations. There are other ways to track these reservations such as notes and messages but they prefer to have the reservation added to the session list pages in addition to the calendar.
Seeing clients develop creative ways to use Bizstim features and tools is highly rewarding and we will support you in any way we can to promote such activities.
Clients can cancel pending sessions at any time. This will save you a lot of time. If a client requested a session and then 10 minutes later realized they made a mistake, you don't want to have to step in and correct the issue. It would be better for them to cancel the session and reschedule with the correct time.
Remember, you also have control over client cancellations at the client level. If you have a client that abuses this option you have the ability to prevent that specific client from cancelling sessions.
Student Session Request Delay (in hours)
When we added the ability for clients to request sessions we added a 1 hour advance notice into the software. This may not work for some of you. Therefore, we have added a setting that allows administrators to set this delay in hours.
This setting applies to client requests for sessions when logged into the software AND requesting sessions from the online booking feature.
If the requested session is within the delay time you set the client will receive a message that more than x hours of notice is required to request a session. They will not be allowed to create a pending session that does not meet this criteria.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
