Package Purchases Add-on

The Package Purchases Add-on allows your clients to purchase packages themselves from a link that can be included in the Low Package Balance Alert email.

Enabling the Add-on

1. Go to the Account & Settings tab and click on "Integrations & Add-ons"
2. Use the search field on the right and enter "Package Purchases"
3. Click on "Enable" under the add-on's section

Settings

Click on “Manage” to configure the add-on.  On the settings page, you can customize the following:

1. Link Text: The text entered in this field will be used for the package purchase link that you'll add in your Package Balance Alert email template.  The default text is: "Purchase Package".
2. Minimum Package Size: This setting allow you to specify a minimum quantity that will be used if the package quantity entered by the client is lower than the quantity of the client's last package.
3. Pricing Method: This field allows you to set the price of the new package using either the billing settings on the student's profile or the price from their last package.
4. Tax Method: Specify the tax method to be used and you can select between "Fixed" and "Last Package", which will use the tax method from the last package invoice.
5. Tax Treatment: You can select the tax treatment for the invoice and the options are "Tax Exempt", "Tax Exclusive", or "Tax Inclusive".
6. Sales Tax Rate: Specify the sales tax rate for the package invoice.
7. Success Message: This field allows you to enter a message that will be displayed when a package purchase has been successful.
8. Failed Message: This field allows you to enter a message that will be displayed if the client's payment has failed.  You can include instructions for contacting your company to complete the purchase.
9. Email Payment Receipt to Client: Enable this setting if you would like to email a payment receipt to the client after purchasing a package.

Usage

In order for your clients to purchase a new package through the Low Balance Alert Notification, you'll need to ensure you add the {PURCHASE-LINK} merge tag to the Package Balance Alerts email template. 

Below is an example of how the process looks like when a client purchases a package through the Low Balance Alert Notification:

1. Click on the "Buy Package" link in the Low Package Balance Notification.
   
   NOTE: The "Buy Package" link text will be set to what you have entered in the "Link Text" field in the Package Purchases Add-on's settings page.
   
   
   
2. Enter your credit card details.
   
   
   
   
3. Click on the "Buy Package" button to complete the process.