Course/Package Sales
1.
To begin, use the toolbar to select the 'Sales' tab. Then click the 'Package Sales' button.
2.
To start select the client who is buying the Course/Package & which memeber of staff is selling it.
If you the client is new simply add their details by clicking the 'Create Client Record'.
3.
The next step is to choose the Course/Package your client is wishing to purchase, you can do so by double clicking on the item.
You can choose multiple Courses and/or Packages.
When you are happy with your selections simply hit the 'Complete New Sale' Button.
4.
A Message box will appear to confirm that the correct sessions have been added to the clients record and are now ready to use.
Confirm this and Your invoice will be generated for payment.
5.
Congratultions you have sold a Course/Package.
REMEMBER all invoices MUST be saved before payment is completed.
