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Bulk Package - this allows adding a package with a predetermined quantity. So to add 100 units of package x, you would set this at the setup tab level and instead of adding it 100 times, it will just multiply the package value by that many times
Credit Card Auth Only Component - this component allows you to tag a package so that when a customer signs up for this package the system will authenticate the credit card first before allowing the customer to sign up
Full Period Billing - Using this component on a package disables package bill date synchronization. When this component is added to a package, prorating will not occur, user-packages will be billed for their full period without prorated charges. The user-package will continue to bill on its Effective Date, disregarding the Bill Day of the Account it resides on. If the package is canceled, no refund will be added
Invoice Detail - this allows you to specify text that can be displayed on the invoice. Your invoice template needs to be configured to display this value
PostPaid - configures a package to bill for the period prior to the current period
Profile Answer / Question Component - this component allows you to add a profile question to a package and populated with an answer on the user account when adding a package to the account
Quantity / Optional Services Component - this allows you to configure a package to be dynamic and allow you to add or remove specific services as needed based on quantity or billing requirements
Resource - allows you to attach a virtual asset to a package (IP Address, DID, etc.). Only applicable to environments with the Resource Management Module enabled
Sync Disable - allows a user-package to bill independently of the account's Bill Day. Prorated charges will not result when adding a sync disabled user-package as no partial period needs to be billed to sync up to the account bill date
Tier Sync - configured on an owner’s account in a Tier Sync setup (two instances of EngageIP, one a wholesaler system and another a reseller system). This component tells EngageIP that you want to sync the account from the reseller system to the wholesale system along with all accounts under the owner
TransferDefaultPackage - sets a package as the default package to be created when package names do not match during account transfer to the owner (account transfer is done via Tools > 'Transfer to Other Branded Owner/Owner'). When an account is transferred its user-packages are compared against the packages in the target owners product catalog, if the package names do not match then a check is performed for a package that contains the profile question 'TransferDefaultPackage'. If this profile question is present all unmatched packages from the account being transferred will be converted over to the default package when the account is transferred to the new owner. If the package names do not match and there is no package with the 'TransferDefaultPackage' profile question in the destination owner's catalog then unmatched user-packages on the transferred account will not be created when the account is transferred to its new owner
Upgrade - this allows you to configure the upgrade path on a package. i.e. it allows you to upgrade package x to package y and z (or downgrade as well)
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Commission Type - when this component is added to a service you can specify a commission type to pay out to a sales agent (for example a commission type of 'hardware', 'one-time', etc.). To use commission type you must have the Commission Module enabled in EngageIP
Cost - this component does not affect billing, it is used as a reference tool to allow you to report on your cost of the service versus total revenue
General Ledger - this component allows you to attach your predefined general ledger (GL) codes to services for accounting purposes
Inclusive Taxes - causes taxes to be calculated within the set price of the service in question. This component is only functional in AvaTax integrated environments
Invoice Detail - this allows you to specify text that can be displayed on the invoice. Requires that your invoice template is configured to display this value
Invoice Group - this component adds a category name to the service so that the category name can be used in invoice XML (for example to sort this service under the category name on the invoice vs. the typical invoice section the service would be displayed in)
Prepaid - this component allows you to tag services as pre-paid as apposed to post-pay. This further enables you to set an expiry date on this service or allow customers to refill time allocated to the service
Profile Question - this component lets you add a profile question which can gather additional information about a particular service. These can either be questions about the customer signing up for the service, about the service or equipment associated with the service (asking for a MAC Address or a Security question response for example) or can be additional information that your organization wishes to collect
Provisioning - provisioning refers to the communication between the billing application and your servers within the field. For example, you may have to authenticate or pass information to a particular server in order for the service to be correctly allocated and billed for. This is done by indicating which server each service (if applicable) should provision to. When the service is added to an account, it will be configured to use the account’s username and password. If these values are changed at the account level, the provisioning service will also be updated to reflect the change
Service Tax Category - added to services to denote the type of tax applicable to the service
Tax Code - this component allows you to specify which tax code is applicable to the service (and corresponding the tax rates for the given code/region). If the Tax Code component is configured at the user level, this service level component will override it (but only for the service in question)
Tax Exempt - this component allows you to tag specific services for which taxes will not be applicable. However, if other services within a package are not tax exempt then applicable taxes will be applied to those services
Transaction Code - a transaction is considered to be any event that results in a monetary value being added or subtracted to an account. Every transaction can have a Transaction Code associated with it and each service can be assigned a specific transaction code
Workorder - Generates a workorder when the package the service resides in is added to an account. This feature is only available for environments that have the Workorder Module enabled
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