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Screenshot: Client Packages form

Information blockFieldDescription
General SettingsClient Name of a client, to whom a package is assigned
AccountName of an account, to whom a package is assigned
PackageName of an assigned package

Start Date

Package's limits and discounts are only effective after a specified date

End Date

Package's limits and discounts are disabled after a specified date

QuantityNumber of packages to be assigned
Activate in the past checkboxIf checked and the Start Date field value is in the past, a package will be activated on the specified date
Override Package Fees
Fee Type
If checked and the Start Date field value is in the past, a package will be activated on the specified date
Fee Name
If checked and the Start Date field value is in the past, a package will be activated on the specified date
Fee Note
If checked and the Start Date field value is in the past, a package will be activated on the specified date
Rate, (currency)
If checked and the Start Date field value is in the past, a package will be activated on the specified date


Panel
borderColor#FFBABA
bgColor#FFBABA
borderWidth2px
borderStylesolid

Warning

If you click the delete icon (remove an archived package entirely) in the Client Packages section, you will delete a package with all transactions from the system.

To delete the package completely, you need to do the following:

  • click the icon opposite a respective package on the section list;
  • filter the list of packages by the Archive status;
  • find a respective package and click the icon to delete it entirely from the system.

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