Archive Packages

Teachworks supports the ability to archive your clients' packages.

Archiving a Package

You can follow the steps below to archive a package:

1. Click on "Billing" and then click on "Package Balances".
2. Find the package that you want to archive and click on the “View” icon.
3. Click on “Archive Package” on the right-hand.
4. Set an “Archive date” - This date is based off of the Invoice Date, not the due date, and any lessons on or before this date will be excluded from the Package Balances table. If additional packages are purchased and subsequent lessons are scheduled after the date, these will be tracked in the Package Balances table.
   
5. Submit the form to save your changes.

Unarchiving a Package

If you've archived a package and would like to unarchive it, please follow the steps below:

1. Click on "Billing" and then click on "Package Balances".
2. Click on the “Package Archives” link in the sidebar.
3. Click the “Delete” icon to remove the package from the archive list and restore it.

Interested in using our Package Billing Method for your business? Read more here: Package Billing Method Overview