Setting up Prepaid Services

Should your Organization offer services that are prepaid, please follow these steps for proper billing:

1. Create a New Location for the Prepaid Services
2. Create new PA Days available for this new Location only
3. Setup billing for children for the PA Days at that Location – regular services are at the “regular” location
4. In the Payer/ Parent account – be sure to associate this new location to their account along with their “regular” location.
5. In the Payer/ Parent account > Finance tab > Add this new Location Branch so that they now have the two Branches available for billing.
6. Then, record the initial payment for the prepaid days as a manual payment to this NEW Location (Prepaid services)