Yes, if you sell prepaid lessons packages, AthletaDesk can accommodate this. Instructors who bill this way usually skip the invoicing step. Typically they'll collect the pre-payment and send the athlete or parent an email receipt (rather than the invoice). The pre-payment will then go onto the "Family Account", as the athlete takes the lessons they've prepaid for, their account balance will slowly drop to $0.00. When the athlete hits $0.00, you know it's time to request another payment for additional lessons.

To get started:

  1. Navigate "Families & Invoices" from the main menu on the left.
  2. Click the "Zoom" icon next to the family you would like to add the prepaid lesson payment to.
  3. Click the "+ Add Transaction" button and choose "Payment".
  4. Enter the athlete, date, amount, and a brief description (ex. prepayment for 10 lessons).
  5. Click "Save".

The "Family Account" should now show a "Balance Remaining" instead of a "Balance Owing".

There is also an option in AthletaDesk to show the "Family Account Balance" on the home screen "Agenda" when an athlete has a lesson that day. Enabling this option is a great way for teachers who sell lessons in packages to let the athlete know when it's their last one.

To enable this option:

  1. Click "Settings" in the top right-hand corner and select "My Preferences" from the drop-down menu.
  2. On the "Personal" tab check to enable the "Show Family Balance on Agenda" under the label "Homepage Settings".
  3. Click "Save".