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Account Packages are configured in Account / Profile / Packages. |
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The information in this panel reflects the currently selected account-package. From here you can change package details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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Package: the name of the package in the product catalog
Frequency: the package frequency that specifies how frequently recurring subscription charges are billed (monthly, yearly, etc.)
Product Code: an optional code that can be specified in order to adjust pricing for the package using a price planPrice Plan
Effective Date: when the package becomes effective from a billing standpoint
Status: the account-package status (active, cancelled, etc.). Defines if the package is in a billable or non-billable state. When an account-package is set to a non-billable status the recurring charges for account-services in the package will not be applied. All other charges will still apply however, such as one-time and transition charges. Package statuses can also be configured to switch an account-package into a read-only state (with the exception of the Status field which can still be modified). If a package status is configured to be read only then when that status is set the text 'Read Only' will appear in the Edit Account Package panel next to the package name
Contract: provides an option to attach a contract to the package
Rate Plan: provides an option to attach a rate plan to the package. Rate plans determine usage charges (e.g. what to charge for data, voice, messaging, etc. usage). When multiple rate plans are setup the rate plan used will be the one configured at the lowest level. A rate plan on a service will be selected if it exists ignoring a rate plan configured at the package level, and a rate plan on a package is chosen over a rate plan configured on an account
Effective Cancel Date: allows you to set a cancelation date for the package. This date is evaluated during billing, if the date has been met within the periods that are being billed then the package will be canceled. When the package is canceled proration of charges and provided usage will occur if the package/usage bucket(s) are configured for proration
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Count tab: on this tab you will see how many of each service are present in the package and what status the service is in (e.g. 1 Active service, 0 Suspended services). If you click a service name in this list additional service details will load and you will also be able ). Clicking on the
icon will reveal the tax configuration if the service (e.g. if it is tax exempt). Clicking on the service name or the icon will reveal additional service details and display the icon which will allow you to edit service settingsCharges tab: this tab displays the price for each service by status (e.g. you can even charge for a service if it's in a suspended/other non-canceled state). Clicking on a service name or the
icon in this list will load service details and allow you to edit service settings
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Custom Fields tab
This tab will display custom fields if your organization has configured custom fields on account-packages. Custom fields are used to capture additional account-package details relevant to your organization.