You may need to sell products to someone who does not have a patient/client profile. For example, someone may drop into your clinic wanting to buy an ice pack and they are not a patient in your clinic. You will not be able to create an invoice because there is no patient/client profile. We suggest you create a patient profile to capture those miscellaneous purchases.
- Hover over the Add New button in the header
- Click on Add Patient
- Add first name 'Miscellaneous' and last name 'Purchases'
- Click Save
What is the next step?
Can this be used for Gift Card purchases?
Yes. You could create a product labelled as gift certificates.
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