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Management Customer [Customer Name] Packages

Use Packages to offer predefined products and services to each customer.

Assign Packages

Click the button.

  • Select Package you want to assign to the customer (Package Details will display below).
  • Enter the required Quantity and Start Date.
  • Select End Date if desired.
  • Selecting Auto Decrement Credit will debit the package amount from the customer account based on the Frequency and Frequency Match under Package details.

Click the Save button.

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Managing Packages

Packages are created and managed in Setup Config Packages. See Packages for more information.