If your client has a $0 balance for a service but you would still like PracticeQ to generate an invoice, read the following.
Reasons for $0 Service
The client may have a $0 balance for many possible reasons, such as:
A coupon was applied to the service
Insurance covered the cost
A promotional offer, such as a free consultation
PracticeQ willnot generate an invoice for a $0 service if:
In the service's Override settings, the Automatic charge setting is set to Use Account Default
In this situation, PracticeQ will also not trigger an auto-charge for the service.
PracticeQ will generate an invoice for a $0 service if:
In the service's Override settings, the Automatic charge setting is set to Charge client on the day of the appointment OR Charge client immediately upon booking
What happens when PracticeQ generates a $0 invoice?
Since the client responsibility is $0, PracticeQ will automatically mark the $0 invoice as paid.
PracticeQ will not request a credit card when the client books the $0 service UNLESS in the service's Override settings, the Require Credit Card? field is set to Require a Credit Card.
This may be useful to your practice if you offer free consultations but would like to get the client's card on file upon their first booking.
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What happens when PracticeQ generates a $0 invoice?
What happens when PracticeQ generates a $0 invoice?