Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Summary

In this example we will add a package to our sub-account created in Child Account Creation Example.

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

Process

  1. Log into the LogiSense Billing application

  2. In the search box at the top of the page, set leave the Search Filter to Account and then enter the name of the account you wish to add the package to. Select the account from the list and then click the arrow button to go to the accounts overview page

    Image RemovedImage Added

  3. Click on the Profile menu option

  4. You will be taken to the Account Packages screen. Here click the (blue star) icon to add a package to the account

  5. In the Package field start typing the name of the package you want to add and select it from the list when the auto complete displays it. Under Frequency select the package frequency you wish to add

  6. Click Save to add the package to the account

Result

You will now see the package in the “Account Packages” list for the account

...

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.

...

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 charges, one time charges . You can also select Pricing which will allow you and pricing details. When Pricing is selected you will be able to modify the charges for the services within the package and also apply discounts for the a period of time that you specify

Next Steps