If you don't use Teachworks to invoice your clients, but you still want to bill clients using the package method, you can follow these instructions, so that invoices won't be displayed in client accounts, but packages will still be visible.
1. Go to your Account Settings Page.
2. Under the Customer Account Settings section set the "Transactions Page" to "Off".
3. Set the "Packages Page" to on.
4. Save the changes.
Add packages using the regular method found here: Adding a Package.
When creating an invoice leave the box to email the invoice unchecked.
You should also make sure that the "Overdue Invoice Reminder" setting is disabled on your Account Settings page, so that overdue invoice reminders won't be sent. This is disabled by default, so if you haven't enabled it you won't need to make any changes.
Comments
0 comments
Please sign in to leave a comment.