Package

Document Metadata

Category: Customer Portal / Package Management
Audience: Administrators, Billing Staff, Account Managers
Difficulty: Intermediate
Time Required: Approximately 15–20 minutes
Prerequisites: Active ConnexCS Customer Portal account with permissions to view or assign service packages
Related Topics: Setup - Config - Packages, Billing Guide
Next Steps: Verify recurring charges and frequencies, evaluate whether each package is still relevant, and schedule a quarterly audit to remove unused packages and align billing with active services.

A Package represents a product or service, often as a recurring charge based on goods delivered at a required interval.

View assigned packages

Get a quick reference view of your products and services:

• Name: The name of the package.
• Retail: Recurring charges and frequency (for example, monthly), any one-time charges.
• Description: Product description.
• Frequency: When the package fee recurs (monthly, daily, weekly).
• Auto Decrement Credit: Selecting Auto Decrement Credit will debit the package amount from the customer's account.