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Package Frequencies are configured in Setup / Product Catalog / Package / Packages |
Overview
Package frequencies allow you to configure packages with as many billing frequencies as you require (monthly, quarterly, annually, etc.). Package frequencies are where recurring, transition, one time and tiered prices are set on services configured on the package. Package frequencies use package settings to allow you to quickly create multiple billing frequencies for the package with differing prices (e.g. a monthly recurring service can charge a different amount than the same service setup on an annual package frequency).
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Services need to be configured before package frequencies can be setup
Service statuses need to be setup to configure recurring charges on services for each billable status
Service transitions need to be setup if you wish to configure charges based on transitioning from one status to another (e.g. an activation fee when going from a pre-active status to an active)
Currencies need to be setup in order to define the currencies that package frequencies can bill in and to configure service charges in each enabled currency
Rate plans are required if you want to specify rates at the package frequency level (rates for usage based services in the package frequency to use)
Package contracts are required if you need to attach a contract to a package frequency (e.g. an annual contract on a package with an annual package frequency)
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The information in this panel reflects the currently selected Package frequency. From here you can modify package frequency 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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For steps on how to setup recurring charges see the Configuring Recurring Charges guide in this article.
For an example configuration on setting up recurring charges see the Package with Recurring and One Time Charges Configuration Example.
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For steps on how to setup recurring charges see the Configuring Transitions Charges guide in this article.
For an example configuration on setting up a transition and a sample transition charge see the Service Transitions Configuration Example.
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For steps on how to setup one time charges see the Configuring One Time Charges guide in this article.
For an example configuration on setting up recurring charges see the Package with Recurring and One Time Charges Configuration Example.
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