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Packages & Prepaid (CCS)

Commercial Sales & Packages

Sell treatment packages up front and draw them down over time — deposits, wallets, contracts, refunds and promotions in one place. Built for aesthetic clinics, specialty clinics and wellness centres.

Key features

  • Prepaid selling — take payment up front, draw down as the patient uses the service
  • Packages — ten laser sessions, twelve months of fitness, an annual health check
  • Deposits — reserve an appointment, offset against the visit when it happens
  • Wallets — a patient credit balance, topped up and spent against actual value
  • Contracts — long-running agreements with usage tracked session by session
  • Promotions — conditional discounts, memberships, coupons, bundle deals
  • Transfers — a customer can pass a package or wallet balance to a family member
  • Cancellations — unwind a package and refund on the agreed terms, with a credit note
  • Prints receipts, top-up confirmations and deposit slips
  • Dashboard for sales, outstanding balances and contracts nearing expiry
  • Reporting by product type, salesperson and period
  • Connects to outpatient — an eligible package or wallet is drawn down automatically at the point of service

Overview

In modern clinic businesses — particularly aesthetic, dental, physiotherapy and wellness — most revenue does not come one consultation at a time. It comes from packages sold up front: ten laser sessions, an annual health check, a six-month fitness term, twenty-four months of orthodontic treatment.

MorLuang’s commercial sales module is built for that model: take the money at the point of sale, draw down the entitlement as it is used, and handle everything that follows — refunds, transfers, expiry, and customers who still owe a balance.

Why clinics need it

General hospital software assumes one service, one payment. It has no concept of selling ahead, so clinics end up tracking packages in a spreadsheet alongside the real system. That causes predictable problems:

  • Money taken but not yet earned is a liability on the books that the clinical system knows nothing about
  • A customer arrives and staff check a spreadsheet to see what entitlement is left — easy to get wrong
  • A customer wants a refund halfway through a package and the pro-rata calculation is done by hand
  • A package is transferred to another person with no audit trail at all

This module handles all of it in one workflow, tied directly into the outpatient and billing modules.

Selling modes

ModeHow it worksTypical use
PackageA number of sessions, one deducted per visit10 laser sessions, 5 massages
WalletA topped-up balance, spent at actual valueTHB 5,000 of credit, drawn as used
DepositMoney held against a booking, offset on arrivalTHB 500 to hold an appointment
ContractA long agreement with its own terms24 months of orthodontics, paid in 12 instalments

All four attach to a single patient identity, so one customer can hold a package, a wallet and a deposit at the same time. The system knows which to draw on first, following the policy the clinic sets.

Features clinics use most

  • Promotions and member discounts — VIP members 15% off, bundle purchases 10%, stackable with packages
  • Transfers between people — a parent buys a package for a child, transferred with a full audit trail
  • Package expiry — set an expiry date and the system warns at 30, 15 and 7 days
  • Pro-rata refunds — four sessions used out of ten, so 60% of the net amount is returned, calculated automatically
  • Receipts and tax invoices — issued once at the point of sale, not again at each visit
  • AI customer analysis — suggests suitable packages from history and predicts refund likelihood

Who it suits

A strong fit:

  • Aesthetic and skin clinics
  • Dental practices, especially orthodontics with long payment terms
  • Physiotherapy and wellness centres
  • Annual health-screening centres
  • Spas and wellness resorts

As an add-on service inside a hospital:

  • Health checkup packages
  • VIP subscriptions
  • Maternity packages covering antenatal care and delivery
  • Fitness memberships

How it connects

The module hooks into the outpatient flow at the point of service. When a patient arrives, the system checks automatically whether they hold a package, wallet or deposit valid for that service. If they do, it is drawn down and no payment is taken again. If not, the visit goes to billing as normal.

Refunds run through a dedicated workflow tied into billing, producing a credit note and a refund receipt to standard accounting practice, so the whole trail can be audited.

Who uses this

Sales staff Billing staff Clinic managers Clinic owners

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