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:
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)
Under the customer's account, click " Packages".
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user2_1lp1nkw.png)
Click " Add Package".
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user3_hekm9g.png)
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)
Activate the Package by going to Accounts -> Pending Orders.
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user4_18orpub.png)
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)
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)
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:
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)
Under the customer's account, click " Packages".
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user2_1lp1nkw.png)
Click " Add Package".
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user3_hekm9g.png)
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)
Activate the Package by going to Accounts -> Pending Orders.
![](https://storage.crisp.chat/users/helpdesk/website/895a2775afb3f800/user4_18orpub.png)
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)
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)
Updated on: 23/02/2023
Thank you!