Crediting a Package

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:

1. Click on "Billing" and then click on "Issue Credit Note".
2. In the "Customer" field, select the customer who you'd like to provide a credit for.
3. In the invoice items section, select the "Credit Package" option and click "Go".
4. 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.
5. Set any other invoice settings as needed.
6. 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.