A patient pays for ten visits up front. By visit seven, nobody is quite sure whether she has three left or four, and whether this Thursday counts. Packages keep that count for you, and they keep it as a record you can read back.
Define what you sell
Packages are off until you switch on Prepaid packages under Settings → Billing → Packages, and the section only appears once invoicing is on. Turning it off again hides the catalog and the Use a credit option everywhere, and finishing a chart stops looking for a package to apply.
Each package in the catalog has a Name, a number of Sessions and a Total price. The list shows what each session works out to, so a ten-session package at $1,000 reads as $100.00 each. Two optional fields shape it. For limits a package to one service, or leaves it as Any service. Expires after is a number of days from the sale, and blank means never. It defaults to never on purpose, because an expiry nobody asked for turns into a refund conversation later.
Sell one at the desk
On a patient's Billing tab, the Packages panel has a Package button. Choose a package from the list and select Sell. The sale creates an invoice for the package price and issues it straight away, so you can record the payment like any other, and the sessions are usable at once. What the patient bought is copied at that moment: the name, session count, price, service and expiry all stay as sold.
Each visit draws one session
A package can cover a visit when it has sessions left, hasn't expired, and is either for that visit's service or for any service. Each package shows a status of active, exhausted or expired, and only an active one can be used. An expired package with sessions left counts as expired, not active.
There are two ways a session gets spent. On Automatic invoicing, marking a chart complete checks for a covering package first, and uses it by itself when exactly one qualifies. Otherwise, choose Use a credit on the package and pick the visit. The list only offers visits that don't already have an invoice, so you never see a choice that is about to fail.
Either way the visit gets a zero-dollar invoice, issued for you, with a line naming the service, the date, the package that covered it and what that session was worth: the package price divided by its sessions, rounded to the cent. A package that doesn't divide evenly leaves a few cents that aren't chased from visit to visit. The point is that every visit has a document, and the question of whether it was settled always has one answer. The Automatic invoice drafts entry covers the chart side of this.
When two packages could cover a visit
If a patient holds more than one package that fits, Package priority under Settings → Billing → Packages decides. Whichever expires soonest is the default, and a package that never expires goes last under that rule. Whichever was bought first is the other choice. The setting is only consulted when there is a real choice. With one qualifying package, that one is always used.
Set it to Always ask and Goji won't guess. The chart flags the visit as needing billing attention, and the card lists each package with its sessions left and an Apply credit button, plus a way to bill the visit normally without using a package. The same card appears when a service has no price and no package covers the visit.
Undoing a mistake
Applied a session to the wrong visit? Open History on the package and choose Undo next to that line. The session comes back, and the history shows both the original draw-down (Used for a visit) and the correction (Returned). Nothing is edited or deleted, and a correction can't itself be undone.
Across the practice, and for the patient
Sessions you've sold but not yet delivered are money received for work still owed, so Invoices in the sidebar keeps them in their own Packages tab, apart from revenue. It states how many prepaid sessions are outstanding and what they are worth, and lists them by patient or by package with purchased, used, remaining, value left against price paid, and the soonest expiry.
A patient with portal access sees each package with its sessions left and, if it expires, the date, next to their invoices (Invoices in the portal). They can also buy a package themselves, spend a session while booking, and have a session returned when they cancel in time. Those are covered in Prepaid appointments, and the invoice behind each package sale is described in Invoicing.