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Account Packages are configured in Account / Profile / Packages. |
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The Account Packages panel towards the left of this screen allows you to select existing packages present on the account so that you can view or edit the package settings on the Edit Account Packages panel on the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Icon | Description |
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 | Performs a bulk operation on the account-packages (e.g. cancel multiple packages) |
 | Bills the account and performs other selected options (e.g. invoice, collect payment) |
 | Deletes the selected package |
 | Adds a package to the account |
Edit Account Package Panel
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 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
Services tab
Summary View (Recurring/One-Time): the Services tab displays the services that are present in the account-package. By default it will load in the Summary ‘Summary - Recurring’ View Type on the Count tab. This can be changed to ‘Summary - One Time’ to view non-recurring services configured on the account-package. The tabs available while in the Summary a summary view are explained below.
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Bill Day: specifies the day of the month that the package will be billed on. If left empty the package will be billed based on the account bill day
Billed Through: the date that the package has been billed up to
Usage Billed Through: the date that usage charges related to the package have been billed up to
Charge Full Period: if enabled the full package price will be charged even if a full period is not provided (i.e. this setting disables proration when adding or canceling the account-package). Full Period billing is incompatible with the Postpaid setting described below
Postpaid: if enabled the package will be billed for its prior period when billing occurs. E.g. when a bill run occurs in October the amount owed for September will be charged. If this setting is disabled then billing for the current period will be charged in the current period
Charge Recurring Only If Usage: if enabled recurring service charges will only be applied when usage related to a service in the package occurs. Even if usage charges amount to zero the fact that usage occurred will result in recurring charges being applied. Enabling this option will result in the package being set as postpaid. Other non-recurring charges such as transition charges will still apply when this option is set
Billing Activation Service: this read-only field will appear if the package is configured for billing activation. Billing activation packages initiate package billing based on usage accrued or time passed (e.g. start billing the package one week after it is added to an account or after 10 megabytes of usage is consumed)
Activation: this read-only field will appear if the package is configured for billing activation. This field is automatically populated by the system to indicate the date and time that the package was activated
Counting Rule: if a rule is selected here then prices can be adjusted based upon the number of packages or services on an account. See the counting rules help for more information
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