If you've created a package invoice and the customer has already paid for the invoice, Teachworks provides you with the ability to provide a credit for the hours purchased.
Crediting a Package
If you'd like to provide your client with a credit for unused package hours, you can follow the steps below:
- Click on "Billing" and then click on "Issue Credit Note".
- In the "Customer" field, select the customer who you'd like to provide a credit for.
- In the invoice items section, select the "Credit Package" option and click "Go".
- Select the service used for the package, enter a description, enter the number of hours you'd like to credit, the price per hour and a discount if necessary.
- Set any other invoice settings as needed.
- Click the "Approve" button to generate the credit note. The credit note must be "Approved" in order for the package hours to be deducted from the customer's package balance.
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