Table of Contents

Building Packages

Jennifer Trower Updated by Jennifer Trower

Read Time: 3 mins

Why use Packages

Packages are groups of services that can be added to an account together. They are useful when you want to sell multiple services as one bundled offer, such as internet and TV service.

Packages can also include discounts or promotional pricing. For example, you can add an expiring credit service to give $10 off for 6 months or a recurring credit service to provide an ongoing bundle discount.

Effectively Combining Services

When building packages, combine services with a clear purpose. A well-planned package should be easy for your team to understand and simple to apply to the right accounts.

Creating a Package

Creating a package is a simple process that lets you group multiple services into one offering and add them to an account at once. As you build the package, Sonar uses the eligibility criteria from the included services to help ensure the package is only available to accounts that qualify.

  1. Navigate to Settings > Billing > Packages.
  2. Click Create Package.
Details of the Packages Table
Table Details



1. Search: Use the search bar to quickly find packages by name or filter criteria.
2. Export: Exports the package list in CSV or JSON format.
3. ID: Displays the unique ID for each package.
4. Enabled: Shows whether the package is active and can be added to accounts.
5. Name: Displays the package name.
6. Edit Menu: Allows you to edit the package or access additional options.
7. Details: Opens a sidebar with more information about the selected package.

This opens the Create Package modal, where you select the services to include and define how the package will be applied.

Field Details

  1. Enabled: Controls whether the package can be added to accounts. Disabled packages remain on existing accounts but cannot be added to new ones.
  2. Name: The package name shown on the customer account and invoice.
  3. Company: Limits the package to accounts under the selected company.
  4. SKU: Optional identifier used for tracking or integrations.
  5. Rollup Services: Shows only the package name on invoices, statements, and the customer portal instead of listing each service separately.
  6. Service: Selects the service to include in the package.
  7. Quantity: Sets how many of the selected services are included.
  8. Add/Remove Service: Use + to add another service line or - to remove one.
If the included services have eligibility criteria that do not match the account, the package will not be available to add. Review the service eligibility settings before using the package to make sure the correct accounts can qualify.

To learn more, refer to our Configure Service Eligibility Criteria: Overview article.

Package Examples

Bundle Promotion

A bundle promotion lets you apply a set discount when multiple services are sold together in a package.

Sonar supports fixed dollar discounts, not percentage-based discounts. To offer a percentage discount, calculate the discount amount manually and enter it as a fixed credit.
In this example, we apply a bundle discount of a set amount. Sonar isn't able to do percentage-based services, and so any discounts need to have a set dollar amount. If you would like a discount which is a percentage of the package costs, then the credit amount would need to be manually calculated.

Service Aggregation

This example includes a temporary discount as part of a promotion. Since it’s promotional, the individual service details can be hidden on the invoice, especially after the promotion ends.

How did we do?

Billing Settings

Building a Data Service

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