Overview
Every transaction in Acubliss ideally connects to a patient profile for accurate records, refunds, and invoicing. However, in certain cases, like walk-in sales, you will have to record a purchase without an existing patient chart. Here’s how to manage that while keeping your accounting organized.
Best Practice: Add the Customer as a Patient
We recommend adding each customer into your system, even if they’re not an ongoing patient. This ensures you can:
Issue an invoice with their name on it.
Store a payment method on file (if needed).
Process refunds smoothly in the future.
Once the purchase is complete, you can make their status inactive to keep your patient list clean.
Go to their patient profile dashboard.
Click Edit patient Information.
Change Status to Inactive.
Alternative: Use a “Walk-In” Patient
If you prefer not to enter every one-time buyer, you can create a generic patient named “Walk-In” or “Guest Purchase.”
Use this profile for small product sales (like books or supplements).
Be aware that this makes it harder to trace transactions later or issue refunds.
eGift Card Purchases
For eGift cards, a valid patient or customer record is required.
The recipient’s email address must be attached to their profile.
This ensures the eGift card code is automatically sent to them.