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Can I debit a customer's package against a booking I've made for them?
Can I debit a customer's package against a booking I've made for them?
Simon Keay avatar
Written by Simon Keay
Updated over 2 months ago

Once you have made a booking for a customer on a session or course it's simple to mark the booking as having been paid offline, as free or to debit a credit from a package. You will need to manually debit a customer's package as it is not auto-debited when adding a customer onto a session/course as the admin.

Access the booking record by clicking on the customer base in the Attendees tab of the session or course. You will then be presented with options to take payments, the default of which should be any package that is live on their account. If the package displayed is not the one you want to debit, simply use the arrows to scroll through the different payment options. With the desired payment option/package selected just click Debit this package and a credit will be debited from the selected package and the booking marked as paid. The debited package will now show as the Price paid in the Attendees tab.

It's worth noting that if you are debiting a credit from a membership, then you can only debit a membership if the session takes place in the billing month that credits are available.

You can debit a package against a booking made for a sub-profile in the same way but note that the package itself will belong to the owner of the sub-profile, so the customer record for the sub-profile will not display any live packages for you to debit. The availability of any packages to debit for a sub-profile will also depend on any sub-profile restriction you may have configured on the package itself as well as the usual package tags and valid payment options on the session.

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