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- This page provides an overview of the Billing Package products with a video and PowerPoint slide presentation that demonstrate the features and functionality provided on the Product Setup → Package tab.Features of Billing Packages:
- Limited lifespan - Packages have an expiration date.
- Package Items - The products and services that are included in the package, or offered at a discount.
- Package Groups - A group of products and services, that are similar in function or purpose, can be grouped such that the products are interchangable, and mutually exclusive.
- Group Equivalency - Products within a group can be used interchangeably. The group has a maximum quantity, and package price. The items in the group have an equivalency factor used to determine the maximum quantity for each item in the group.
- Discount Price or Discount Rate - The package price is determined by either a discount rate, or discount price, for each package item; or, for the entire package.
- Package Liability - The sum of the prepaid prices of the Time of Service, and Prepaid, Package Items that haven't been used before the package expires.
- Types of Billing Packages:
- Time of Service
- Expiration date is determined by the discharge date.
- May have 'Initial Quantities' that are added to the bill when the package is added.
- Products, or groups of products, are explicitly included in the package.
- Products, or groups of products, are prepaid, so they represent a liability.
- Prepaid
- Expiration date is determined by adding the 'Expiration Days' to the date when the package was added to the order.
- Products, or groups of products, are explicitly included in the package.
- Products, or groups of products, are prepaid, so they represent a liability.
- Discount
- Expiration date is determined by adding the 'Expiration Days' to the date of purchase.
- Products within an entire product line, or individual products are offered at a discount to clients who purchase the Billing Package.
- Products are not prepaid, so the Discount Package does not represent a liability.
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