Overview
The system allows you to create packages where the payment collection is managed externally, meaning outside of the platform's integrated payment processing. This approach is necessary if you use a separate payment gateway, manage billing manually, or utilize integrations (like Zapier, Make, or custom API solutions) that handle payments before adding users or branches to this system.
When a user or branch is assigned a package configured for external payment, they will not be directed through the app's internal payment flow (e.g., they won't be asked for credit card details within this platform to activate the package).
Steps to Create an Externally Charged Package:
Navigate to Packages: Go to the
Financesection in the main administrative menu.Access Package List: Select
Package Listsfrom the Finance submenu.Initiate Creation: Click the
Add a Packagebutton.Enter Basic Details: Provide a clear and descriptive
Plan NameandDescription.Define Target Audience: Choose whether this package is intended for a
Branch(Location/Organization) or anEnd-User. ClickNext.Assign Category (Optional): Select an appropriate category for organizing your packages (e.g., Default, Promotional Sale). Click
Next.Configure Payment Method (CRITICAL STEP):
You will reach the pricing configuration page. Look for the option related to
In-app payments. By default, this is usually enabled, meaning the system expects to handle the payment.To designate this package as externally charged, you must Turn OFF or Deselect the
In-app paymentsoption. This signals that payment processing will occur outside this platform.
Enter Reference Pricing (Optional):
Even with external payments, you can still input pricing details (e.g., package price, price per user).
This information is stored for your reference only and will not be automatically charged by the system. Click
Next.
Select Features: Choose the specific features, access levels, and content included in this package. Click
Next.Add Trial Period (Optional): Configure a trial period if applicable to this package.
Complete Setup: Review the package details on the summary page and click
Complete(orSave/Finish).
Outcome and Identification:
You have successfully created a package designated for external payment processing.
In your
Package List, this package will be clearly identified asCharged Externally(or similar labelling), ensuring you know its payment type when assigning it to users or branches.
When to Use This:
This package type is essential when:
Using a third-party payment processor separate from this platform.
Integrating via API, Zapier, or Make where payment triggers user/branch creation and package assignment.
Handling billing through manual invoicing or other offline methods.