How to Archive Packages

Teachworks now supports the ability to archive packages. To do this, simply follow these steps:

1. Go to Billing > Package Balances

2. Find the package that you want to archive and click on the “View” icon

3. Click the “Archive Package” link in the sidebar

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. Save the form

To unarchive a package, follow these steps

1. Go to Billing > Package Balances

2. Click the “Package Archives” link in the sidebar

3. Click the “Edit” icon to edit the expiry date, to 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