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, then Package Summary, Partial Pending Summary or Package Services Sold vs Used.
Package Summary
Every package sold:
| Column | Meaning |
|---|---|
| Store Location / Sold By | Where it was sold, and by which staff member |
| Customer Name / Customer 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 |
| Last Consumed Date | When they last used a service from it |
| Package Services | All the services in the package |
| Consumed Services | What they've already used |
| Remaining Services | What they still have to use |
💡 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 date in Extended Expiry Date, and click Save. Their remaining services can be used until then.
Partial Pending Summary
Packages where the customer paid only part of the price. Choose a store and your dates, then click Show packages to see each package's Purchase Date, Package Name, Customer Name, Customer Phone, Number of Services and Consumed Services, Expiry Date, Package Amount and Pending Amount.
Click View Payment Details to open Package Payment Receiving Details and see the bill behind it — the Bill Id, Bill Date, who billed it (Bill By), the Paid Amount and the Payment Mode. The Paid Amount is that bill's final amount, so it includes any other items on the same bill.
Package Services Sold vs Used
The page is titled Package Services Summary. Choose a store and your dates, then click Show summary to compare, service by service, how many were sold inside packages with how many customers have used — for example Package Sold Count, Consumable Item Count and Service Consumed Count, with their value at package prices and at the normal price. See Package Services for more on package reports.