Packages and Client Packages

Packages and Client Packages

What are Packages?

Packages are groups of services offered to clients in bulk. The creation date and due date of all the services under the package will remain the same as the date specified in the services. You can assign the package to clients with customized package pricing. You can also automate billing for the packages.
Note that the package itself cannot be assigned to users, but the services under the package can be assigned to users.

Create a Package:

  1. Go to Settings > Packages.
  2. Click on the + New button.
  3. Enter the name of the package (e.g., Yearly Accounting, Yearly GST Service).
  4. Select the frequency and enter the default billing amount, SAC, and GST %.
  5. Choose the services you want to add to the package.
  6. Click on the Save button.

Assign the Package to Clients:

  1. Go to Settings > Packages and open a package.
  2. Go to the Client tab and click the + Assign to client button.
  3. Choose the clients to assign the package.
  4. Click on the Save button.
  5. Enable the toggle ‘Create invoice automatically’ to select the billing date and enter the default billing amount (if needed).
  6. Enable the toggle ‘Generate tasks for previous periods’ (if needed). This feature is available only for a single client.
  7. Click on the Save button.
The package will now be assigned to the selected client(s). You can select the client and unassign the package or edit the package settings.
Note: Tasks will be automatically created on the service creation date, and the feature operates on the financial year.


What are Client Packages?

Client packages are packages that are assigned to a client.

Add New Client Package:

  1. Go to Client Package in the menu.
  2. Click on the + New button.
  3. Choose the client(s) and select the package.
  4. Select the financial year.
  5. Enter the billing date and default billing price for the selected clients.
  6. Enable the toggle ‘Create invoice automatically’. (if needed)
  7. Enable the toggle ‘Generate tasks for previous periods’ (if needed). This feature is available only for a single client.
  8. Click on the Save button.

Manage Client Packages:

  1. Click on Client Package in the menu.
  2. You can see all packages, periods, and client names with billing status.
  3. Use filters as needed.
  4. Click on the package name to view the table of tasks with periods.
Bulk Actions:
  1. Add Existing Tasks: All tasks related to services assigned in this package will be added to this package.
  2. Remove Package Tasks: All tasks of this package will be removed from this package.
  3. Generate Tasks: All tasks of this package will be generated.
  4. Edit: You can edit the billing settings for the package.
Delete: The client package and all tasks related to this package will be deleted.


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