The Package Sales page: list, filters and quick actions

When you open Packages → Package Sales from the left menu, you see every service package assigned to a customer in your business in a single list. The counter under the heading shows the total number of packages matching your filters. The blue New Package Sale button at the top right starts a new sale.

Table columns

• Package: the package name, the sale date and, if it was sold from a template, a template badge.

• Customer: the customer the package belongs to (click the name to open the customer card).

• Services: the service items in the package, each with its remaining/total credit count. If there are more than two items, they are summarised as "+N more".

• Usage: used/total credits, the percentage and a progress bar. The remaining and, if any, reserved credits also appear here.

• Validity: the number of days left and the end date. Packages with no expiry show "Unlimited"; 7 days or fewer is shown in red and 30 days or fewer in yellow, and a warning icon appears on packages that are about to expire.

• Status: an Active, Completed, Expired or Cancelled badge.

• Action: the Actions menu at the end of the row.

Search and filters

• Search bar: searches by package name as you type.

• Customer filter: pick a single customer from a searchable list to show only their packages.

• Sale Date: All, Today, This Week, This Month, Last Month, Last 3 Months, or a Custom Date range whose start and end days you set yourself.

• Status: you can select more than one of Active, Expired, Completed and Cancelled at the same time.

• Quick Filter: All · Expiring Within 7 Days · Expiring Within 30 Days · Low Credits Left (<3) · Fully Used · Never Used · Packages Without Expiry.

• Sorting: Newest, Oldest, Expiring Soon, Fewest Credits Left, Most Used, Least Used, Price (High), Price (Low), Sale Date (Newest), End Date (Soonest).

The Clear Filters button, which appears while a filter is active, resets every selection with one click.

The row Actions menu

• Detail: opens the package detail page (summary, usage, collections and usage history).

• Extend Validity: gives the package a new end date. The new date can be tomorrow at the earliest and 365 days from today at the latest. It cannot be used on cancelled packages.

• Add Credits: defines extra session credits on the service items in the package (at most 1000 per item). It cannot be used on cancelled or expired packages.

• Reconciliation: lets you correct the total and used credit counts item by item; you can also correct the end date on the same screen. The new total cannot be lower than the sum of the used and reserved sessions.

• Delete: deletes the package (see the warning below).

Managing expiring packages proactively

• Select "Expiring Within 7 Days" or "Expiring Within 30 Days" in the Quick Filter menu to list the customers to call about a renewal.

• Use the "Low Credits Left (<3)" filter to offer a new package to customers who are about to run out of credits.

• The "Never Used" filter shows customers who bought a package but have not started receiving the service — ideal for a reminder call.

• If you define them in the Automations module, the system can also send automatic SMS messages and notifications for packages 7, 3 and 1 days before they expire.