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Customers may not have logged in yet (Guest) and a login is created on payment
Shop
The shopping wizard would normally be imbedded in a webpage and can be restyled using CSS in that page. The wizard can also be in a portlet within a surrounding page.
Landing Page
This page has across the top the different navigations and a general description in the main part of the page. The book now button starts the therapy booking wizard.
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Gift vouchers ($ Value)
Electronic Vouchers - an email will be sent with the voucher code to the recipient listed - but it can be used by anyone and be any value.
Physical Cards - You can use physical cards in the clinic - scan the card then enter the amount (it can be any value in the POS.
Later scanning of the code will identify the amount that remains to be used.
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Bulk Buys
To entice a customer to become regular - offer a discount for a bulk purchase
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Bundles of services and or products
Product bundles enable a customer to access a range of therapies and products
showing here the setup screen for product bundles over the customer view
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Buying Products
All products will be listed. To hide set “Shopping Cart Status” to “Hidden”
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Booking Appointments Wizard
The wizard allows booking of multiple therapies in a single flow through and payment. Including multiple of the same therapy
Select the Therapies you would like to book
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Then choose from available Sessions
Where a therapy is offered by multiple therapists then select first the therapist.
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Review summary of sessions chosen before checkout
The final payment will be for the deposit for the sessions booked
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Customer Surveys pre-visit
When a Therapy Session has been booked that requires a pre-visit survey then the customer will get an email with a link to the survey
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Shopping
Landing Page
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Gift vouchers ($ Value)
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Bulk Buys
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Bundles of services and or products
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Buying Products
All products will by default be listed. To hide set “Shopping Cart Status” to “Hidden”
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Booking Appointments Wizard
Select the Therapies you would like to book
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Then choose from available Sessions
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Review summary of sessions chosen before checkout
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Customer Surveys pre-visit
When a Therapy Session has been booked that requires a pre-visit survey then the customer will get an email with a link to the survey
If the survey includes a waiver then confirmation must be selected before any questions can be answered
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Sales of products > money is earned when the products ship
Immediately when in store > DPP (Vs payment method)
When shipped / picked up if on the web
Deposit collected when online > DPP line to sales deposit account (vs bank)
Invoice created on shipping or pickup and payment allocated (vs bank and/OR sales deposit account)
Sales of Therapies
Deposit is non refundable - and hence earned as it is sold
DPP for amount of deposit to Sales deposit account (vs Bank)
Bundle payment is not earned until expiry date
Payment collected and allocated to Sales deposit account (Vs Bank)
On expiry date > amount moved to revenue account (expired bundles) - need a monthly process here
Therapy delivered
Value of therapy to revenue account (DPP vs Bank / deposit account)
Some or all of the payment may be from deposit account (if deposit paid or part of a bundle)
Some products may be prescribed during the session
Payment to Therapists
Based on therapies delivered if % or $ value
Calculation of amount to pay less room rentals over a period (CPP RCTI) if relevent
Commission on prescribed products (prescribed during the session)
Summary of Journals Created
Business Step | Debit | Credit |
|---|---|---|
Invoice of Sale of a Product (Physical item) | Trade Debtors | Default Income Control Account (or setting on item) |
| Bank | Default income control account (or setting on item) |
Deposit for a Therapy / Therapies (invoice) | Trade Debtors | GL Control account > Sales > Deposits and Progress Payments |
| Bank | GL Control account > Sales > Deposits and Progress Payments |
Value of the Therapy attended | Trade Debtors | Default Income Control Account (or setting on service) |
Removing deposit paid on therapy attended
| GL Control account > Sales > Deposits and Progress Payments | |
| Bank | Default Income Control Account (or setting on service) |
Deposits that have expired | GL Control account > Sales > Deposits and Progress Payments | Default Income Control Account (or setting on service). Ideally want in a separate revenue account - so linked to a service. |
Use of expired Deposits | From above row Credit | Default Income Control Account (or setting on service) |
Refund to customer if Health point covers more than deposit or amount paid (reverse of a payment) | Default income control account (or setting on item) | Bank |
Screenshots of example Journals
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item) | Bank |
Screenshots of example Journals
Customer pays in advance for some of the session
Note the same journal is generated if the customer pays 100% in advance of the session - just the deposit will be the full amount of the sale.
Customer deposit (50%) for a therapy (
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$140)
No GST is involved as the sale has not yet happened - DPP
GL account | DR | CR |
|---|---|---|
Customers Deposits | 3070 | |
Bank | 7030 |
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Customer attends
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then pays
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the balance of the therapy
GST is now collected as the sale has now happened - DPP
GL account | DR | CR |
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Revenue (Service GL Account)100 | 127.27 | |
GST Colleted | 12.73 | |
Customer depositsDeposits | 3070 | |
Bank | 70 |
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Customer misses the session and loses deposit
Where the customer misses their session revenue needs to be recorded as DPP
GL account | DR | CR | |
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Revenue (missed service) | 30 | Customer Deposits | 30 |
Deposit Expires
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GL account
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DR
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CR
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Revenue (deposit expired)
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30
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Customer Deposits
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30
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127.27 | ||
GST Collected | 12.73 | |
Customer Deposits | 70 |
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Customer misses the session and gets a full refund
The Deposit needs to be refunded - a refundable credit note is created
The refundable amount will have a -ve sequence number on the journal line
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This will now list in the POS when the customer is found on the Payment page under “List Vouchers/Credits” so the credit can be applied or refunded
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Customer misses the session and gets a partial refund
As above with a revenue line reducing the amount the customer gets as a credit
Deposit Write off
Invoice rounding is the write off account and the amount needs to include GST - say a credit note with an open amount of $70 is being written off
GL account | DR | CR |
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Bank
Invoice Rounding | 63.64 | |
GST | 6.364 | |
Customer Deposits |
70 |
Customer pays 100% deposit prior to session - session now completed and no payment required
When the customer does not need to pay - a sales journal is still required
Customer pays any deposit then the health fund refunds more than the balance
Payment of the Therapist (Therapy less rent)
GL Account | DR | CR |
|---|---|---|
Service BUY GL account - Therapy amount | 100 | |
Service (Rent) | 20 | |
Bank | 80 |
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