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Package Purchases Add-on

Teachworks Support avatar
Written by Teachworks Support
Updated this week

The Package Purchases Add-on allows your clients to purchase packages themselves from a link that can be included in the Low Package Balance Alert email.

Enabling the Add-on

  1. Click on "Account & Settings" and then click on "Integrations & Add-ons".

  2. Use the search field on the right and enter "Package Purchases".

  3. Click on "Enable" under the add-on's section.

Settings

Click on “Manage” to configure the add-on. On the settings page, you can customize the following:

  1. Link Text: The text entered in this field will be used for the package purchase link that you'll add in your Package Balance Alert email template. The default text is: "Purchase Package".

  2. Minimum Package Size: This setting allow you to specify a minimum quantity that will be used if the package quantity entered by the client is lower than the quantity of the client's last package.

  3. Pricing Method: This field allows you to set the price of the new package using either the billing settings on the student's profile or the price from their last package.

  4. Tax Method: Specify the tax method to be used and you can select between "Fixed" and "Last Package", which will use the tax method from the last package invoice.

  5. Tax Treatment: You can select the tax treatment for the invoice and the options are "Tax Exempt", "Tax Exclusive", or "Tax Inclusive".

  6. Sales Tax Rate: Specify the sales tax rate for the package invoice.

  7. Success Message: This field allows you to enter a message that will be displayed when a package purchase has been successful.

  8. Failed Message: This field allows you to enter a message that will be displayed if the client's payment has failed. You can include instructions for contacting your company to complete the purchase.

  9. Email Payment Receipt to Client: Enable this setting if you would like to email a payment receipt to the client after purchasing a package.

  10. Email Notification to Company: Enable this setting to email your company's email address after a client purchases a package.

Usage

In order for your clients to purchase a new package through the Low Balance Alert Notification, you'll need to ensure you add the {PURCHASE-LINK} merge tag to the Package Balance Alerts email template.

Below is an example of how the process looks like when a client purchases a package through the Low Balance Alert Notification:

  1. Click on the "Buy Package" link in the Low Package Balance Notification.
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  2. Enter your credit card details.
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  3. Click on the "Buy Package" button to complete the process.

NOTE: The "Buy Package" link text will be set to what you have entered in the "Link Text" field in the Package Purchases Add-on's settings page.

Possible Error Messages

When using the Purchase Packages Add-on, your client may be directed to a webpage with an error. You can find a description of each error and what causes them below:

  1. This package service is no longer available - This error means that the service used for their previous package is no longer active.

  2. Package purchase is not enabled or is unavailable for this package - This error means that either one of the following has occurred: the Package Purchases Add-on is disabled, The Stripe Add-on is disabled, or the package invoice has a cost that is less than 50 cents (so it can't be processed by Stripe).

  3. The URL is invalid or the package may have been deleted - This error means that the URL is invalid or the previous package has been deleted.

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