How Can I Fix or Delete Incorrect Session Packs?

There may be a situation when a client has multiple Session Packs open, but they only need one. Another scenario is there is a Session Pack that needs to be deleted, but the system does not allow that because there is an invoice attached to it. Read this article to learn how you can fix this. 

Removing Session Pack From Invoice

• Navigate to Client Profile → Billing → Session Packs.
• Find the session pack you need to delete and click on Edit (the pencil icon on the right-hand side).
  

  

• The Session Pack page will open, at the bottom, there will be a list of all invoices attached to this session pack.
• Open each invoice (it is good to do that in another tab)
  
• Click on the red X next to the session pack to remove it from this invoice.
• Save changes.
  

  

• Repeat for the other invoices, if applicable.

Deleting Incorrect Session Packs

Once the session pack is removed from all the invoices it was attached to,

• Navigate to Client Profile → Billing → Session Packs 
• Locate the Session Pack that was removed from the invoices. 
• Click on Edit (the pencil icon on the right-hand side)
  
• Delete the Session Pack. 
  

  

Applying Correct Session Packs to Invoices

Once you have deleted all the incorrect Session Packs, you can now

Option 1: Go to each invoice that needs to be updated

• If applicable, remove the Service that was previously applied (you may have already removed the service together with the incorrect session pack)
• Select the correct Open Session Pack (if there are no Open Session Packs available, scroll down to the Session Pack templates list)
• Select the Service again (you may skip this step if you have the default service applied to this session pack template)
• Save changes.
  

  

• Repeat the above steps for the other invoices, where applicable. 

Option 2: Click on the appointment to open the appointment panel on the right-hand side

• In the Invoice section, if applicable, remove the existing Service
• Click on Select Service, Pack or Product
• Select the correct Open Session Pack (if there are no Open Session Packs available, scroll down to the Session Pack templates list)
• Select the Service again (you may skip this step if you have the default service applied to this session pack template)
• Save the changes
  

  

• Repeat with the other appointments, if applicable.