If you need to adjust to the number of credits remaining in a client's Series (you may refer to them as Packages), you can do so directly from their client record.
- Navigate to your Clients and open up the record for the client.
- Select the Credits tab.
- Under Pre-Sold Series, select Edit next to the Series and adjust the remaining Series balance down by one. Include a Reason for adjustment, if desired. This indicates that the client has one less service on their Series balance, since they gave the service to another client. Note: This reason is not currently stored in the application.