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For additional details on the fields presented on this screen see the Adding Packages to Accounts guide.
Prerequisites
You need to have at least one package created in the product catalog with the ‘Active’ checkbox enabled
The package you are adding to the account must be configured with the same currency that the account is set to
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You can view key information on the Account Packages screen (described below the image). For a full field description refer to the Account Packages Screen guide.
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a) Next Bill Date: this is when the package is scheduled to bill next
b) Status: here you can toggle the package status between your various status types (e.g. Billable, Non-Billable etc)
c) Effective Date: when the package becomes effective from a billing perspective
d) Charges tab: shows you the charges on the account-services within the account-package
e) View Type: allows you can toggle between viewing recurring and one time charges. You can also select Pricing which will allow you to modify the charges for the services within the package and apply discounts for the period of time that you specify
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