Package Providers

Manage Package Providers

NOTE: If you are setting up package providers for the first time, please get in touch with us so we can help you set them up correctly.

To create a new Package Provider, click Administration in the main menu and select Package Providers.

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This will take you to the Package Provider List page. From this page, you can view and manage existing package providers as well as create new ones.

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Create a Package Provider

To create a new provider, click the New Provider button. Fill in as many details as you have, and click the Create Provider button.

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One important section to fill out is the Invoice Information.

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Under the Invoice Information, you have to fill out the following fields:

Split Charges: this will allow you to create invoices splitting costs between the client and provider.

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Admin Fee: an additional fee that will be added to the invoice. This is separate from meal charges.

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Admin Fee Type: this is how often the admin fee should be added to the invoice. Please note that “per meal” will be “per meal item” – all types of meals are included in this, including juices, soups, main meals, etc.

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Consolidate Clients: If this is set to “yes”, one single invoice will be created for the provider that includes charges for all clients linked to the provider. If this is set to “no”, individual invoices will be created for all clients linked to the provider.