Manage Customers in a Package

You can add a customer to a package or remove a customer from a package either through invoicing or through the Add to Package and Remove from Package workflows.

Add a Customer to a Package

Step by Step

Add a Customer via Invoicing

You can add a customer to a package by invoicing against the overall package. See Invoicing for Packages for more information about package invoices.

Add a Customer via the Add to Package Workflow

Follow these steps to add a customer to a package prior to invoicing for the package:

1. Navigate to the billing packages list by clicking Billing in the sidebar, then clicking the Packages tab. A list of customers who have been added to packages is displayed. 
   
2. Click Add to Package. The Add to Package view is displayed.
   
3. Complete the fields as desired, then click Save. The customer(s) are now added to the package. Future invoicing for included package items will honor the rate as defined in the package.
   • Notes:
     • Only active customers and groups can be added to a package.
     • Customers and groups can only be added to active packages.

Remove a Customer from a Package

Step by Step

Remove a Customer via Invoicing

Customers are automatically inactivated from a package when they successfully pay for all items that are included in the package. When all items have been used and the customer is Inactive for the package, then standard rates will apply to future invoices. See Invoicing for Packages for more information about package invoices.

Remove a Customer via the Remove from Package Workflow

Follow these steps to remove a customer from a package without invoicing for all included items:

1. Navigate to the billing packages list by clicking Billing in the sidebar, then clicking the Packages tab. A list of customers who have been added to packages is displayed. 
   
2. Click Actions for the customer you want to remove, then select Remove from Package. The Remove from Package view is displayed.
   
   
3. Click Remove. The customer is now inactive for the package. Standard rates will apply to future invoices.

Permission Needed

• Standard invoicing permissions apply to package invoices.
• You must have the permission Access Billing Tab to access the packages list.
• You must have the permission Add Invoice in order to access the Add to Package workflow.
• You must have the permission Manage Invoices in order to access the Remove from Package workflow.
• The "Account" payment method must be active for your company in order to sell packages.
• Customers must have the permission Make Purchases on Account in order to purchase a package and to be added to a package.