Assigning a Package to a Student

If you've set your Package Settings to track packages by student, you can assign packages to a student using the following methods:

Invoice
When you add a package to an invoice you can select the student to assign a package to in the package line item below the Service field.  You can also change the student that the package is assigned to by editing an invoice.

Package Balances
1. Go to the Accounting tab > Package Balances. 

2. Click on the "View" icon for a customer. You will see a list of every package that they have purchased.  

3. When tracking by student an "Assign" (pencil) icon will appear for each package. Click the pencil icon.

4. In the "Assign to" field select a student for the package, or set it to "Select Student" if you don't want to assign a package.

5. Submit the form.

Additional Notes

 

The field to assign a package to a specific student is available when:

• You choose the "Create Single Invoice" option to create an invoice for a single customer
• You select a customer with at least one child student in the "Customer" field when creating the invoice. 

The field to assign a package to students won't appear on the "Create Multiple Invoices" form, since you can create invoices for multiple customers who all have different child students. To assign packages created using the "Create Multiple Invoices" option please see the section above titled "Customer Packages."