Account Packages are configured in Account / Profile / Packages.
Overview
This screen allows you to see what packages are present on an account as well as manage and bill 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.
Many configuration options exist which allow you to customize account packages, for instance (depending on your permissions) you can:
Add a contract to a package
Change the package's bill day
Change service prices
Apply a temporary price discount to services in the package
Add or change a rate plan to apply specific usage rates (data usage rates, voice usage rates, etc.) to the package or services within the package.
Add, change or remove recurring or one-time services in the package
This guide will cover how to add, remove and edit account packages along with details on the functions and settings that are presented on this screen.
Account Packages Panel
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 |
|---|---|
 | Performs a bulk operation on the account-packages (e.g. cancel multiple packages) |
 | Bills the account immediately or at a scheduled time |
 | 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).
Account Package Fields and Options:
Effective Date: when the package becomes effective from a billing standpoint
Status: the package status (enabled, disabled, etc.). Defines if the package is in a billable or non-billable state
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
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
Effective Cancel Date: allows you to set a cancelation date for the package
Services Tab
Summary View: the Services tab displays the services that are present in the package. By default it will load in the Summary View Type on the Count tab. The tabs available while in the Summary view are explained below.
Count tab: on the count tab you will see how many of each service are present in the package and what status the service is in (e.g. 1 Active Service, 0 suspended services). If you click a service name in this list additional service details will load and you will also be able to edit service settings
Charges tab: this tab displays the price for each service by status (e.g. you can even charge for a service if it's in a suspended/other non-canceled state). Clicking on a service name in this list will load service details and allow you to edit service settings
Pricing View: selecting the Pricing view in the View Type drop down list will allow you to view and edit pricing as well as applying temporary service price discounts. The tabs available in the pricing view are described below.
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 services in the package from this tab as well as add or edit tiered pricing by clicking on the currency symbol to the left of the service price
Discount tab: this tab allows you to apply temporary service price discounts for a period of time you specify (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
One Time tab: if any one time charges have been configured for the package they will appear on this tab. One time charges are applicable when a service is set to a particular status (e.g. an activation fee when the service is switched to active status, or a cancelation fee applied when switching to a canceled status)
Billing Settings Tab
This tab allows you to set/change the package bill day as well as view the billing configuration of the package.
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
Charge Full Period: if enabled the full package price will be charged even a full period is not provided (i.e. this setting disables prorating 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
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 account-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
Custom Fields Tab
This tab will display any custom fields that your organization has setup on account-packages. Custom fields are used to capture additional details.