Learn how to manage prepaid session packs in Power Diary, whether paid at the first session or before booking. Keep track of payments and services effortlessly.
Session Packs are a great tool to keep track of services you provide to your clients and how they are paid. In this article, you can learn how to manage Session Packs which were prepaid prior to providing the services, or at the time of the first service.
In this article:
- Managing Session Packs Paid in Full at First Session
- Managing Session Packs Paid Before the First Session
Managing Session Packs Paid in Full at First Session
In Power Diary, you can create Session Pack Templates that will allow you to collect the full pack payment at the time of the first session and record it on the first invoice where the Session Pack is allocated. The second and all the following invoices will still help you keep count of the services provided, but will have zero amount owing. Here is how you can set up such a Session Pack Template:
1. Go to Settings → Session Packs and click the blue + Add Session Pack button:![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/ajeuwbhvhr.cloudimg.iocolony-recorder.s3.amazonaws.comfiles2024-04-19470d954f-d5d1-488f-83fc-b7665a2ee4c5ascreenshot-1.jpeg)
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When a client is purchasing the full pack and you are scheduling their first session:
1. Create a new appointment and select the Session Pack Template you created. The invoice with the total amount owing equal to the full Session Pack price will be created, and the first session of the Session Pack used:![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/ajeuwbhvhr.cloudimg.iocolony-recorder.s3.amazonaws.comfiles2024-04-19cc712894-6db6-4277-99b7-091221a4dbabuser_cropped_screenshot-1.jpeg)
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Managing Session Packs Paid Before the First Session
When a client makes a prepayment for the full Session Pack without booking the first appointment, we recommend managing such session packs as follows:
1. Go to Sales → New Payment:![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/ajeuwbhvhr.cloudimg.iocolony-recorder.s3.amazonaws.comfiles2024-04-191f78926f-bb59-4d82-836c-3cfd63e1c997ascreenshot-1.jpeg)
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Creating a new appointment and use the Session Pack that they pre-paid with the recorded payment
1. On their appointment panel, Click Add Payment and you will see the 'Use Existing Payment' option at the top of the payment methods. Select it and save. This will allocate the amount owing to the invoice, using that prepaid amount:![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/ajeuwbhvhr.cloudimg.iocolony-recorder.s3.amazonaws.comfiles2024-04-199b5e86cf-e316-4944-9de2-f921c3ff8612File-1.jpeg)
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Take prepayment without creating an invoice and generate a Statement:
1. Navigate to payee profile → Billing → Statements and create a new Statement:![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/ajeuwbhvhr.cloudimg.iocolony-recorder.s3.amazonaws.comfiles2024-04-191ceef351-5a9c-4a34-a0af-4a60e1ac6d1aFile-1.jpeg)
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