End of day and money handling
Refunds, client credits, payment plans and closing the day.
5 lessons
Counts toward the Front desk and Finance certificates
Course content
5 lessons
01
Core lessons
3 lessons · count toward the certificate
- Account balance and client credits
- Refunds, credit notes and voiding invoices
- Sales history and closing the day
02
Extra lessons
2 lessons · optional
Watch these when you need them. They don't count toward the certificate.
- Prepaid payment methods at checkout
- Printing: clinic list, client labels and receipts
About this course
Account balances and client credits, prepaid payment methods, refunds, credit notes and voids, payment plans, printing, sales history and closing the day.
Who this course is for
Front desk
Finance
