Crediting a Package

If you've created a package invoice, and the customer has already paid for the invoice, but you want to credit some of the hours purchased you should follow these steps:

1. Go to the Billing tab and click the "Issue Credit Note" option.

2. Enter the customer settings.

3. Select the student or the family that is purchasing the package.

4. In the invoice items section, select the "Credit Package" option and click "Go".

5. Select the service type for the package, enter a description, enter the number of hours, the price per hour and a discount if necessary.

6. Set any other invoice settings as needed.

7. Click the Approve button to generate the invoice. The invoice must be "Approved" in order for the package hours to be deducted from the student's account.