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Client Payment in Advance

Dr Chad Esaiah 2 months ago in Client Billing • updated by Richie Rich 2 months ago 1

Hi

Clients in in the Cooks like to see me multiple times during the week that I am on the Island and usually pay for them in advance. Can I receipt their pre-payment in Zurili? Is there means to send receipts via sms automatically once they have used a portion of their pre-payment?

Answer
Richie Rich 2 months ago

Hi Dr Chad,

You can take a pre-payment an then use that for each subsequent billing, no problem.

You can then generate their receipt as a pdf and send using your usual email client. We will have direct email of receipt from Zurili shortly. It's in the near-term roadmap