Customer Packages
Track the packages your customers have bought — how many services they've used, how many are left, and whether they still owe money on them.
How to open it: Customers › Customer Packages
Package Summary
📺 Watch: Package Summary
Every package sold:
| Column | Meaning |
|---|---|
| Store / Sold By | Where it was sold, and by which staff member |
| Customer Name / Phone Number | Who bought it |
| Package Name / Sales Cost | What they bought and what they paid |
| Date Purchased / Expiry Date | When they bought it and when it expires |
| Package Services | All the services in the package |
| Consumed Services | What they've already used |
| Remaining Services | What they still have to use |
| Last Consumed Date | When they last used a service from it |
💡 Filter Expiry Date to the next few weeks and message customers who still have services left — they'll appreciate the reminder.
Extending a package
Customer couldn't finish their package in time? Click Extend on it, choose the new expiry date, and click Save. Their remaining services can be used until then.
Partial Pending Summary
📺 Watch: Partial Pending Summary
Packages where the customer paid only part of the price. Choose your dates to see each package's purchase date, name, customer, number of services and consumed services, expiry date, Package Amount and Pending Amount.
Click View Payment Details to see every payment made towards it — the bill date, who billed it, the amount paid and the payment mode.