Adding a Package

If your students purchase packages of hours or lessons that they use over time, you can set the billing method on students' profiles to "Package" and then generate an invoice to record the package.

Creating a Package

You can follow the steps below to create a package invoice and add a package:

1. Click on "Billing" and then click on "Create Single Invoice".
2. In the "Customer" field, select the student or the family that is purchasing the package.
3. In the invoice items section, select the "Add Package" option and click "Go".
4. Select the service type for the package, enter a description, enter the number of lessons/hours, the price per lesson/hour and a discount if necessary.
   
   NOTE: When you select a service, Teachworks will use the hourly cost set on the Service List and the student discount if there is one added and pre-fill these fields.  For families with multiple students, the discount will be retrieved from the first student in the family -- you can change it if necessary.
5. Set any other invoice settings as needed.
6. Click the "Approve" button to create the package invoice and generate the package balance.
   
   NOTE: You can control if a client's Package balance is available after the invoice is approved or after invoice is paid under the "Package Settings" section of the Account Settings page.
7. The package hours or lessons will be added to the customer's account and can be found under the "Package Balances" table.  You can click on a customer's row in the Package Balances table to view their individual packages.

Need some more help? Watch a video here.