Management Customer [Customer Name] Packages
Use Packages to offer predefined products and services to each customer.
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.
Packages are created and managed in Setup Config Packages. See Packages for more information.