PocketSuite's Packages dashboard shows you which packages are unpaid, but a package marked "Not Paid" may already be paid. This Spotlight video shows you how to audit unpaid packages each month before you recharge anyone.
Watch the video
Video link: https://vimeo.com/1225343505
What you'll learn
- Filter the Packages dashboard by "Not Paid" to see every outstanding package.
- Check a package's payment history before you recharge it.
- Confirm sessions are linked to the right package from Client > History > Package.
- Log cash, check, and Venmo payments with Mark Paid so they clear the package.
Quick reference: Run This Monthly: Package Audit
Run these five checks before you assume a package is really unpaid:
- Filter Packages by "Not Paid." Pull the full list of outstanding packages for the month instead of auditing one client at a time from memory.
- Check payment history before recharging. A package marked "Not Paid" may already be paid through a separate invoice or a Mark Paid entry.
- Confirm session linkage. In Client > History > Package, verify that booked sessions are deducting from the right package.
- Log outside payments with Mark Paid. A cash, check, or Venmo payment won't sit as "unpaid" indefinitely.
- Flag anything you can't explain. A package that's unpaid and has no matching invoice or payment history is worth a support ticket, not a guess.
Note: If you recharge a package that was already paid through a separate invoice or a Mark Paid entry, your client is charged twice and you'll need to issue a refund.