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Log into the LogiSense Billing application
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
Click on the Profile menu option
You will be taken to the Account Packages screen. Here click the
icon to add a package to the account
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
Click Save to add the package to the account
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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
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