The help topic on prepayments is really helpful but doesn’t meet our exact situation.
In the help topic, the process starts with a client making a payment. This is treated as a credit which is gradually whittled down through invoices.
Our situation is we are contracted by a charity who pay in advance for the sessions of an individual. So we raise an invoice to the charity, who then pay us the bulk amount. This makes the invoice and the payment the same; Cliniko doesn’t then record a balance of what sessions we owe to the client .
Any suggestions about how we handle this? Thanks!