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Module 3 of 5 · 20 min

Prepaid packages under control

Treat every prepaid package as a service commitment: make its balance, conditions and consumption clear to client and team.

The common mistake: treating prepayment as fully earned revenue

A ten-session package paid in advance brings cash into the business, but it also creates a commitment to deliver ten sessions under the agreed terms. Accounting and consumer-law treatment vary by market, so confirm the correct handling with a qualified adviser. Operationally, three risks deserve attention:

  • Over-delivery: the centre provides more sessions than the balance records.
  • Unclear sharing: relatives or friends use a package that was sold as personal, without an agreed transfer rule.
  • Undefined validity: an old package returns when neither client nor team can locate the original conditions.

The method: four rules for a controlled package

  • Rule 1 — Visible balance: client and team can see the remaining sessions or credit after every visit.
  • Rule 2 — Record consumption at checkout: update the package when the session is completed, not from memory at the end of the day.
  • Rule 3 — Agreed holder and transfer terms: state whether the package is personal, transferable or shareable before payment.
  • Rule 4 — Clear validity and cancellation terms: set them in writing, make them reasonable for the treatment and check local consumer requirements before launch.

✎ Practical exercise · Register your open packages

  1. 1List every package sold but not completed: client, original contents, recorded consumption, remaining balance, sale date and agreed terms.
  2. 2Estimate the centre’s remaining delivery cost using its own cost model, and ask an accountant how the corresponding liability should be reported.
  3. 3Investigate missing or contradictory records before changing a client balance. Preserve evidence and communicate any correction transparently.

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