Payment packages define how the client pays for the services on an engagement. Every included service line is assigned to a package, and the packages are what the client sees and agrees to on the proposal. This article covers the package types, how to add and edit them, and how package totals stay in sync with your service prices.
On the Payment Packages tab, click Add Package and choose:
Add Upfront — a fixed amount billed on acceptance.
Add On Completion - Fixed — a fixed amount billed manually when the work is complete.
Add On Completion - Hourly Rate — work billed at hourly rates on completion. Service prices on these packages are entered per hour, so there's no fixed package total.
Add On Completion - Range — a price range billed on completion. Each service line gets a Min and Max price, and the package shows the range (for example $2,000 – $3,500).
Add Custom — a fully custom schedule: one-off and recurring payment plans, instalments, retainers and multiple options for the client to choose between.
You can also add packages straight from a service row's Bill Type dropdown on the Services tab.
Choosing Add Upfront or any of the On Completion types opens a small dialog that collects the invoicing details:
Package name (required)
Invoice to — which client entity the invoices go to
Invoice contact — the contact who receives invoices
Invoice job — optional; choose No invoice job if invoices shouldn't attach to a job
Click Confirm to create the package, then assign services to it from the Services tab.
Add Custom opens the pricing options modal. A custom package contains one or more payment options — the client chooses one — and each option contains payment plans:
Plan type: Once Off or Recurring.
Recurring frequency: Daily, Weekly, Fortnightly, Monthly, Quarterly, Biannually or Annually.
First payment: On Acceptance, On Specific Date, Days After Acceptance, On Completion (Manual) or On Completion - Range.
For recurring plans, when billing ends: Never, After a Number of Payments or On Specific Date.
Custom packages can also set a Xero revenue account for the package. By default, services assigned to a custom package show Charged via the package name instead of an individual price — the package's own amounts are what the client pays, as one line.
A custom package normally charges the client once and posts that single amount to one Xero revenue account. Turn on Split invoice by revenue account on the package card to invoice it as one line per included service instead, each coded to that service's own Xero revenue account. The client still sees and pays a single debit; the difference is how it lands in Xero.
How the split works:
Nagaris divides the package's charge across the included, priced services in proportion to their prices. A service priced at $1,200 against one priced at $2,400 always splits 1:2, whatever the size of the charge — the prices set the proportions, not the amounts.
Shares are rounded to the cent and always add up to the charge exactly. Where the split doesn't divide evenly, the extra cent goes to the first line (for example a $100 charge split three ways shows $33.34 / $33.33 / $33.33).
A service with no revenue account of its own posts to the package's account, or your organisation's default account if the package has none either. Set an account on the Service to change where its share posts.
If no included service has a price, the package keeps invoicing as a single line, the same as with the switch off — there's nothing to divide the charge by.
An unpriced service included in a split package doesn't appear on the invoice.
The package card shows a coding summary once split: the number of revenue accounts involved, the total charge on one debit, and warnings if a service is missing an account or if the package's services span more than one client entity (each entity should normally be invoiced separately).
Split invoice by revenue account defaults to off, so existing custom packages keep invoicing as a single line until you turn it on.
For upfront and on-completion packages, the package total is calculated automatically from the prices of the included services assigned to it. If you edit the package's amounts manually, the price un-syncs and keeps your custom figure even when service prices change.
To go back to automatic totals, toggle the sync back on — Nagaris asks you to confirm with Re-sync price with services?, showing your custom price and the calculated total that will replace it. Custom packages never sync; they always use their configured payment plan amounts.
Default packages only appear on the Payment Packages tab (and on the client proposal) once at least one service is assigned to them, so an empty package never shows to the client.
Next to the packages, the payment schedule shows every expected payment with its date, who it's invoiced to and the Amount (ex GST). This is the same schedule the client's invoices are generated from after acceptance, and it's also available later on the engagement detail page under Payment Schedule.
Use the delete action on a package card. The Delete Package confirmation warns that services assigned to the package will become unassigned — you'll then see Package removed. Save to apply changes. The deletion is applied when you save the engagement, so discarding your changes reverts it.
Each package invoices one client entity, so a group proposal can bill different entities through different packages.
Validation errors on packages (for example a missing invoice contact) appear in a combined alert at the top of the Payment Packages tab.
