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Account Packages are configured in Account / Profile / Packages.

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This screen allows you to add, manage and bill packages on an accounton an account (a.k.a. ‘account-packages’). A package is a container for services which have prices associated with them. E.g. a package could contain 'Monthly Service A' with a $50.00 price and 'Monthly Service B' with a $25.00 price resulting in a monthly package charge of $75.00. Services by themselves cannot be added to an account directly, they are always contained in a package.

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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

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Icon

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Description

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Performs a bulk operation on the account-packages (e.g. cancel multiple packages)

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Bills the account and performs other selected options (e.g. invoice, collect payment)

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Deletes the selected package

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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).

Account Package Fields and Options:above the Filter text box. The available actions are described below.

Actions

Icon

Description

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Cancels the account-package

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Performs a bulk operation on the account-packages (e.g. cancel multiple packages)

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Bills the account and performs other selected options (e.g. invoice, collect payment)

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Removes the selected package from the account

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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 (note: fields with a magenta left border are required).

Account Package Fields and Options:

  • Price Book: allows you to select which price book to use. Price books allow packages to be setup with different pricing across multiple currencies in different regions. This price books an account can use are defined on the Account Settings screen under the Account tab

  • Product Code: an optional code that can be specified in order to adjust pricing for the package using a Price Plan

  • Quantity: this setting acts as a multiplier so that multiple account-packages of the same type can be added at once. The maximum quantity value supported in this field is 10,000

  • 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 nameContract: provides an option to attach a contract Package panel next to the package name

  • 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 Date: when the package becomes effective from a billing standpoint

  • Cancellation Date: indicates if a cancellation date has been set on 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 prorationdepending on the cancelation options that were selected when the package was set to be canceled.

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 - 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 a summary view are explained below.

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  • Recurring tab: this tab shows all services that are billed on a recurring basis and the charges that are applicable when the service is in a particular status. You can edit the recurring prices for account-services in account-packages from this tab, providing the account-package is not in a read-only state (for example, canceled). When editing prices, the catalog price will be listed for any price on this tab that has been adjusted from the price set in the catalog. If you wish to return to using product catalog defined prices simply set the adjusted prices on this tab back to the listed catalog amount

  • One Time tab: if any one time charges have been configured for the package they will appear on this tab. One time charges are applied once only when the package is billed (e.g. an installation or license fee)

  • Discount tab: this tab allows you to apply temporary account-service price discounts for a period of time (1 month, until a specific date, etc.). A discount can be set amount or a percentage. If you wish to apply a permanent discount simply change the recurring service price on the Recurring tab

  • Transitions tab: if any transition charges have been configured for the package they will appear on this tab. Transition charges are applicable when the status of an account-service is changed (e.g. a cancelation fee when switching to a canceled status)

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Options tab

This tab allows you to set/change the package bill day as well as view the billing configuration of the package.

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Info

Note: you will not be able to add a service to the package if the service's 'Default Instances' value is set to the 'Maximum Instances' value configured in the product catalog (e.g. if the service maximum is '1' and the default value is '1' you will not be able to add another service to the package). The Add Service button on the Services tab will be grayed out in this case. The same behavior applies if you attempt to delete a service in the package (if deleting the service would lower the total number of that service below the service's 'Minimum Instances' value then deletion of the service within the package will not be permitted).

  1. In the Account Packages panel to the right of the packages heading click the (blue star) icon

  2. Under the Account Package heading on the right specify the package configuration (see the edit account package panel section above for details on each field)

  3. If desired click on the Services tab and add/edit/remove services in the package:

    • Adding Services to the Package / Global Add-on Packages:

      1. While in Summary view click the (blue star) icon to the right of the tabs in the Add Account Package panel

      2. If the package is configured to allow global add-ons you can select a global add-on here. Otherwise only optional services will be selectable. Select what you wish to add on

      3. If you are adding a global add-on package then type in the name of the Package, select a Frequency, enter the Service to be added, the Status of the service, the Effective Date of the service and the service Quantity you wish to add

      4. If you are adding an optional service then specify the Service, the Status of the service, the Effective Date of the service and the service Quantity you wish to add. If usage is charged with the service a usage Identifiers option will appear requiring you to enter the identifier that relates to the service being added

      5. Click Add and repeat the steps above if you wish to add additional optional services or add-on packages to the package

    • Editing Services:

      1. While in summary view click on the name of the service or the (blue star) icon to the right of the service.

      2. At the service detail level click on the (blue star) icon to edit the service settings

      3. On the Edit Account Service modal you can modify the usage identifier (if the service is usage based), custom field values on the account-service (if any) and adjust the service status (e.g. suspend/cancel the service). Editing the fields on the top row of the Edit Account Service pop-up will adjust account-service settings immediately. If you wish to adjust account-service settings at a future date (e.g. cancel an account-service at the end of the month) enter your changes in the Upcoming Change section. Any billing related events triggered by account-service status changes such as applying prorated charges/credits (e.g. if you set a service to a canceled status) will not take place until the account-package is billed

      4. Usage buckets on usage based account-services can also be modified. When editing a usage based service click the (blue star) icon next to the service name to display buckets setup under the service. To edit bucket settings click the (blue star) icon and a modal will load with bucket settings

      5. Click Update when you are done modifying the service

    • Deleting Optional Services in the Package:
      Note: services can only be deleted if they remain at or above the ‘Minimum Instances’ configured on the service within the package in the product catalog. If the minimum instances value already matches the amount of the particular service on the account-package, then the (blue star) button to remove the service will be greyed out

      1. While in Summary view Click on the name of the service or the (blue star) icon to the right of the service

      2. At the service detail level click on the (blue star) icon and then the (blue star) icon to mark the service for deletion

      3. When you Save the package the services marked for deletion will be deleted

  4. Once the package is fully configured click Save

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Editing Account Packages

  1. Under the Account Packages heading on the left click the package you wish to edit

  2. Under the Edit Account Package heading on the right modify the package details.

  3. To edit the configuration of a service in the selected package first ensure you are in the Summary view then click on the name of a service. Additional service details will load as well as a (blue star) icon to the right of the service.

  4. Click Save when finished making changes

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Deleting Account Packages

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Note: Once packages are billed they cannot be deleted. If you need to cancel a package you can do so by selecting the package and changing its Status.

  1. Select the account-package you wish to delete in the list on the left under the Account Packages heading

  2. On the left under the Account Packages heading click the (blue star) icon

  3. On the confirmation dialog click Yes to confirm that the selected Package should be deleted

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Cancelling Account Packages

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Note: You cannot set a cancelation date to a date that has already been billed.

Note: If you need to cancel multiple account-packages see the 'Bulk Operations/Transferring/Canceling Multiple Account Packages' guide.

  1. Select the account-package you wish to cancel in the list on the left under the Account Packages heading

  2. On the right under the Edit Account Packages heading enter a date in the Effective Cancel Date field

  3. Click Save and the package will be canceled when billing occurs and the Effective Cancel Date falls within the period being billed (Bill Period Start - Bill Period End)

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Billing an Account

  1. In the Account Packages panel to the right of the packages heading click the(blue star)icon

  2. On the pop-up that appears specify the:

    1. Bill Period Start: the start of the billing period range. The billing period range is defined by the Bill Period Start date and the Bill Period End date. When the bill run executes account-packages will be billed if the package’s 'Next Bill Date' falls within the billing period range and the option 'Bill Charges' is enabled on the bill run

    2. Bill Period End: this value determines the end of the billing period range. See the Bill Period Start notes above for more information

    3. Bill Charges: when enabled non-usage based charges (e.g. subscription charges) will be billed and an invoice generated

    4. Bill Usage: when enabled usage based charges will be billed and an invoice generated. Note: All unbilled usage charges that precede the 'Bill Period Start' date will also be billed if it is determined that the account-package that the usage relates to should be billed

    5. Deliver Invoice: Delivers invoices based on the bill group's 'Invoice Delivery' setting (e.g. email delivery). Invoices that are not rendered will not be delivered (i.e. no invoice exists to be delivered). Invoices are only delivered when the invoicer account's bill day is within the billing period (the bill day falls within the Bill Period Start and Bill Period End date range)

    6. Run Contract Commitment: when enabled account and account-package contracts on the accounts being billed will be evaluated to see if contract related charges are applicable. If commitments are not met/contracts have been terminated prematurely then any configured penalty fees on the contract will be applied. When this option is enabled contract dates will be checked to determine if contract charges are valid, the 'Bill Period Start' date is not referenced when the system is evaluating contracts on accounts/account-packages. This means that contract charges related to periods earlier than the specified bill period start date will be applied

    7. Collect Payment: when enabled payment can be collected from accounts that have an ‘Auto Pay’ payment method configured. Integration with a payment gateway must also be configured for payment collection to function

    8. Run Dunning Process: when enabled this setting will trigger the execution of dunning rules that have been configured on the account (e.g. send the account's billing contact an email notification if they are X days overdue for payment, email and change the account status to suspended if payment is Y days overdue, etc.)

    9. Posting Date: the date the billing activity will be set to for reporting / financial period purposes

  3. Click Bill Now

Post Billing

  • Billing will run and generate an invoice on the Account / Billing / Invoices screen

  • All packages billed will have their ‘Next Bill Date’ incremented. This date is shown on the Account/ Profile / Packages screen under the Account Packages panel

  • The 'Billed Through' fields will also be updated on the Billing Settings tab for each billed account-package

  • Transactions generated as a result of billing the account will be listed on the Account / Billing / Transactions screen. The transactions tab will show all of the new charges stamped with the invoice number matching the invoice number of the newly generated invoice

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Performing Bulk Operations

  1. If needed, in the Account Packages panel use the Filter field to narrow down the list of account-packages to display only those that you wish to cancel or transfer

  2. In the Account Packages panel to the right of the packages heading click the (blue star) icon

  3. On the Bulk Operations pop-up that appears select the operations to perform (Cancel or Transfer packages)

  4. Under the Records tab select the packages you wish to cancel/transfer

  5. Click >>Next

  6. If canceling account packages specify an Effective Cancel Date, for transfers specify an Effective Date for the transfer to occur on

  7. For transfer operations indicate the account the account-packages will transfer to under the Transfer To Account field

  8. For transfer operations indicate the target packages, frequencies and services you wish to transfer the selected account-packages to

  9. Click >>Next

  10. Confirm the operation and click Proceed to execute the bulk operation