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# Manually Adding a Package to an Account.

If you are trying to manually add a package to a client's account, please follow these steps and guidelines:

First, please realize that you must:

- Have billing configured for the package
- Mark the account/package as  **Active**
- Generate the invoice
- Send Welcome Email

Here is an overview of how to do this:

1. Go to  **Accounts ** ->  **Clients**. Select the client whom you wish to add the package to.

![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user1_10kfx39.png)

2. Under the customer's account, click " **Packages**".

![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user2_1lp1nkw.png)

3. Click " **Add Package**".

![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user3_hekm9g.png)

4. After you selected the plan group and product, click " **Submit**". Click the package, and now configure the " **Billing**" tab.


![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addpackman4_1yn5pdm.png)

5. Activate the Package by going to  **Accounts**  ->  **Pending Orders**.

![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user4_18orpub.png)

6. Now that you have done that, you should Process the Invoice(s). Go to  **Billing**  ->  **Process Invoices**. Click " **Create Invoices**".

![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/addpackman6_eh86rv.png)

7. Now, go back to the client's profile, click the " **Invoices**" tab. Send the invoice (you can customize payment options via their " **Billing**" tab). Once it is  **Paid** , go to the package view, click the check box, and click " **Send Welcome Email**".  

![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user5_s3u5mo.png)