Package Settings

Teachworks supports a number of Billing Methods, including Package Billing. If you want to bill your clients upfront for a package of lessons/hours that can be used over an undefined period of time, this would be a good option: Package Billing Method Overview

 

The Package Settings in your Account Settings allow you to choose how you'd like to track packages:  

 

 

Package can be tracked by lesson or by hour - if your lessons are usually longer or shorter than an hour, tracking by lesson would be a good option.

 

You can count "Missed" lessons as used - when using packages, you will be able to track package balances in the Package Balances Table. This table includes a "used" column, which is lessons that have been marked as "Attended". If you want to include missed lessons in this count, you can enable the option.

 

You can track packages by family or student - In Teachworks you can add family profiles and multiple child student profiles can be assigned to the family. If you'd like package balances to reduce when any child student in the family is selected, you can track by family. If you'd like to track separately for each student, you can choose the student option.

 

Packages can be made available once the invoice has been approved or paid - If you'd like to make package balances available as soon as you've created and approved an invoice, choose the "Approved" option. If you'd like to only make it available once the invoice has been paid by your client, you can set it to "Paid" instead.

For more information about the Package Billing method, you may want to view these resources:

• Flexible Billing: The Package Billing Method
• Package Billing Method Cheat Sheet