The package method allows you to bill a client for a specific number of hours or lessons before the lessons have been scheduled. As lessons are scheduled with the client, their package balance is reduced. When using the package method, invoicing needs to be generated per package and not per lesson.
Billing per lesson, allows you to schedule the lessons and bill the client once the lessons are scheduled (Lessons could be billed anytime throughout the month as long as the lesson is scheduled). When billing by lesson, the invoice will generate a list of all the lessons scheduled for the student and add the charges per lesson.
When deciding to bill either by package or lesson, it is important to understand your billing preferences. In order to generate a package balance on the student's profile and the package balances table to be used over time, you can select from two package settings:
1- Generating balances after the invoice for the package is billed and approved.
2- Generate balance after the invoice is paid.
If the period the student can use the package balance is undefined, it might be easier to select package billing, as they can be purchased and used anytime. If you prefer to bill at the end of the month, billing by lesson could work better as a list of all the lessons for that period will be included on the invoice generated at the end of the month.
Using both methods
If you need to bill your customers per package, but sometimes need to charge them per lesson you can use the Cost Override feature to override the customer's billing method when scheduling a lesson.