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Working with Packages – Orders & Subscriptions

What is working with packages?​

Packages allow you to bundle multiple products or services together within an order or retail subscription. Each item in the package retains its own billing frequency and individual price. When you add a package to an order, the line-item prices configured in the package constructor carry through directly, so the pricing you set at the package level is preserved in every order.

Why is working with packages important?​

Packages simplify selling and invoicing by grouping related items, enabling flexible pricing strategies, and offering customizable visibility for your customers. They support multifrequency billing, reducing the need for multiple separate orders.

What you can do with packages​

  • Use prices from the package constructor as-is, or adjust them at the order level
  • Set individual line-item prices or use smart price allocation for a total package price
  • Manage setup fees within packages
  • Add or remove items from packages
  • Set customer visibility for package contents and prices
  • Create packages with mixed billing frequencies

How to set up​

Add an item to a package​

  1. In the order or retail subscription, open the kebab menu on the item line.
  2. Hover over Add to Package.
  3. Select the desired package from the list.
  4. Confirm the addition.

The package total will increase by the item's retail total.

Remove an item from a package​

  1. Select the kebab menu on the line item.
  2. Choose Remove Item.

The item will be removed from both the order and the package. The package total will decrease by that item's retail value.

Create a new package​

  1. Open the kebab menu on an item line.
  2. Hover over Add to Package.
  3. Select + Create new package.
  4. In the modal, enter a name and set the pricing.
  5. Use the Add to Package flow to include additional items.

Adjust item pricing in an order​

Prices from the package constructor carry through automatically, but you can override them for a specific order:

  • Click the blue pricing input on any item in the package to set a different price for that line item.

The package total will update to reflect the new combined price of all items. This change applies only to the current order.

Adjust total package pricing in an order​

  • Click the blue pricing input on the package total to set a single price for the entire package.

All item prices will be automatically recalculated using a weighted breakdown based on each item's retail value and billing frequency. This change applies only to the current order.

Customize package details​

To rename a package or adjust visibility:

  1. Open the kebab menu on the package line.

  2. Select Edit package details.

  3. Update the name and choose from the following visibility settings:

    • Customers cannot see contents or prices
    • Customers can see contents but not prices
    • Customers can see contents and prices

By default, package contents are hidden. Customers will see only the package name and total price.

Note: Changes to package details affect only the current order or new retail subscription. They do not impact versions of the package sold to other customers.

Multifrequency support in packages​

Packages support mixed billing frequencies, allowing you to include:

  • Monthly items
  • Yearly items
  • One-time billed items

Retail subscriptions will automatically reflect each item’s respective billing cycle.

Automatic pricing logic​

  • Price pass-through: When a package is added to an order, the individual line-item prices from the package constructor carry through directly. The order reflects the exact pricing configured in the package.
  • Item-level pricing control: You can override any line item's price at the order level. Click the blue pricing input on any item to set a custom price for that specific order.
  • Smart price allocation: Set a total package price at the order level and the system automatically distributes it across items using a weighted breakdown based on retail value and billing frequency.
  • If a setup fee is present, it will be allocated to any one-time billed items in the package.
  • If no one-time billed items exist, the setup fee will apply to the first item in the package.

FAQs​

Details

How are setup fees handled in packages? Setup fees are distributed across any one-time billed items in the package. If none exist, the fee is applied to the first item.

Details

Can I change a package name after it's been created? Yes. Use the Edit package details option in the package's Options menu. This change only applies to the current order or subscription.

Details

Will package changes affect other customers? No. Edits to a package in one order or subscription do not affect other instances of that package.