Page Comparison

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• UserPackage Status Types (found on the Setup tab)

  • The Status types defined on the Setup tab > UserPackage Status Types page will be the available options when adding a package to an account. The status set as 'Default' will be shown in the 'UserPackageStatusType' drop-down field when adding a package to an account. You can always update the status to something else prior to adding the package to the account or adjust the status after the package has been added to the account (Active to Canceled, etc.)

• Package Components - These are additional configuration items that can be added to change the way a package is billed. See, Package, Service and Overview Components Listing

• Package Synchronization and Advanced Package Combinations

• How to Configure EngageIP Billing for Post-Paid (Recurring) Accounts

• Managing User-Packages – Adding / Updating / Canceling

Service Configuration

Packages contain services and therefore services must be created prior to setting up packages. Once the services have been added to the system we can then use these to create packages.

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1. Click on Setup

2. Click Services

3. Click the Add button in the lower right

4. The following page will load (required fields are outlined in red)

   

   • Name - name of your service, this will show on invoices if you are displaying service items

   • Description - description, generally internal information but this field can be used by a customer portal to show to provide service details to the customer

   • SKU - a code based identifier for your service. Generally this is never exposed to a customer unless you choose to display it on their invoice. Typically this is used for internal reporting and management purposes

   • Base Frequency - this is the numeric multiplier of the base unit. 1,2,3,4 etc.

   • Base Unit -  this is the period of time which interacts with the base frequency to determine the billing period. 2 Weeks, 1 Month, 12 Months, Once (for NRC), etc.
     Note: the frequency with which this service will actually bill is also dependent on the package frequency which can be set with the same frequency configuration or follow a different frequency. If the package bills at a different frequency, the package will automatically calculate the service charge based on the packages frequency
     Note: daily frequencies are supported for services, but the lowest frequency for packages is monthly

   • Type - this is a reporting identifier and will be displayed on reports such as 'Account Services'. No logic is specifically run against this value. Service Types need to be setup prior setting up the services. Some possible Examples:

     • 911 Access

     • Voice Service

     • Data Service

     • Fee

     • Equipment Rental

     • Professional Services

     • Recurring

     • NonRecurring

   • Base Fee - this is the charge for one billing period. If the Base Fee is set to '$5.00' with a Base Frequency of  '1' and Base Unit of 'Month', then the service will cost $5.00 per month
     Alert: any changes to the base fee on the service will affect any packages that the service is associated with, both at the Setup > Packages level and at the account level (user-packages). The updated base fee will be calculated in with any other discounts that are currently setup on user-packages or accounts
     Note: if you wish to grandfather a service/package to maintain pricing for existing customers with the user-package on their accounts see the Grandfathering Packages section below

   • Invoice Identifier - this is a tag that can be used on an invoice to control how services are displayed. For more information see the Invoice Template Sample Code article

   • Billing Period Type - this determines whether a service advance bills or not. See the Billing Period Type Configuration on Services article for more details on billing types

   • Show On Ticket Transaction (check box) - if checked, this service will be available for ticket transactions which are detailed in Ticket Transactions Use article

   • InActive (shown when editing a service) - if checked, you will not be able to assign this service to any NEW packages going forward. All existing packages with that service will continue to bill and be usable

5. Once the fields have been filled out click Save to create the service, or Save/New to create the service and begin creating another service

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For more information on package components see the Package, Service and Overview Components Listing article.

To return to the Setup tab screen click on the Setup tab or the word Setup in the breadcrumb (history) trail found under the tabs.

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Note: when changing the base fee of a service you need to be mindful of components that adjust prices like the package discount component. If a discount is applying a 'price' override of $120 on a package then the charge for that package will remain $120 no matter what you do to the service base fee values on the setup tab

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