If you've invoiced a client for a package and you want to remove the package or reduce the lessons/hours available in their package balance, you can use one of the following methods:
Method 1 - Remove the Entire Package
You can follow the steps below if you'd like to remove the entire package:
Click on "Billing" and then click on "Invoices".
Click on the "View" icon next to the package invoice you'd like to remove.
Click on "Invoice Options" at the top-right.
Click on the "Void" option (if there are payments or credit notes allocated to it) or the "Delete" option (if there are no payments or credit notes allocated to it).
Method 2 - Removing Part of a Package
If you'd like to remove a part of a client's package balance to reduce the amount of lessons/hours they have available, the invoice status will determine the steps you'll need to follow:
"Approved" Package Invoice
If the invoice with the package is not marked as "Paid", you can follow the steps below to reduce their package balance:
Click on "Billing" and then click on "Invoices".
Click on the "Edit" button to edit the package invoice you'd like to reduce the balance for.
Update the package in the line items section with the new amount of lessons/hours.
Click on "Approve" to save your changes and approve the invoice.
"Paid" Package Invoice
If the invoice that contains the package has already been paid, you can follow the steps below to reduce their package balance:
Click on "Billing" and then click on "Issue Credit Note".
Select the "Credit Package" option and then set the "Qty" field to the number of lessons/hours that you want to remove.
If you only want to reduce the package balance and not provide a credit, set the "Unit Cost" field to zero.
Click on "Approve" to create the credit note and reduce the client's package balance.