Assigning a Package to a Student

If you've set the "Track Packages by" setting to track packages by "Student" in the Package Settings section of the Account Settings page, you can assign packages to specific students using the following methods:

Method 1 - Assigning the Package on an Invoice

When you are creating a package invoice, you can select the student to assign the package to in the package line item below the Service field, as shown in the image below:

If you've already generated the package invoice, it's also possible to change the student that the package is assigned to by editing the invoice.  You can find more information about editing invoices here: Editing Invoices.

Method 2 - Using the Package Balances Table

You can also assign packages to specific students in a family using the Package Balances table by following the steps below:

1. Click on "Billing" and then click on "Package Balances".
2. Click on the "View" icon next to the customer you'd like to assign a package for.
3. Click on the "Assign" icon next to the package invoice you'd like to assign.
4. In the "Assign To" field, select a student from the family to assign the package to.
5. Submit the form to save your changes.

NOTE: The field to assign a package to a specific student is available when the following requirements are met:

• 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 would all have different students.