Add bundle

A bundle includes one or more bundle items with allocated service volumes.

To create a new bundle, click +Add on the Bundle list panel and fill in the details. To save the bundle, click Save. To save and continue editing the bundle, click Save & Edit details. To create more bundles, click Save & Add a copy.

Type a unique name for the bundle.

Select a currency used for billing calculations in the bundle. Once saved, the currency can’t be changed.

In PortaBilling, a bundle always incorporates a code group set, which must consist of at least one code group. A code group may include phone prefixes (e.g., 1206) and/or special rate codes (e.g., NETACCESS) used for the services provided within a bundle item.

Select the code group set for this bundle.

To use the bundle for Internet access, do not select a code group set with a defined rate match mode.

Select the type of bundle:

• Renewable by calendar – these bundles provide services to postpaid customers for a periodic subscription fee, with automatic renewals based on a calendar cycle, regardless of the customer’s balance or any unsettled invoices. Customers can continue to use the allocated service volumes until their account is suspended.
• One-off with topups – these bundles provide a one-time allowance of specific services that can be used until it is depleted, with the option to “top up” (“recharge”) the allowance as needed.
• Balance-dependent renewable – these bundles are used for prepaid services, with activation and renewal dependent on the customer’s available balance.

Choose whether to enable the automatic renewal of a prepaid bundle (of the Balance-dependent renewable type):

• On sufficient funds – select this option to allow auto-renewal of the prepaid bundle. When your customers have enough funds on their balance, PortaBilling will automatically charge the renewal fee on the last day of the active bundle lifecycle.
• Never – this means that the auto-renewal will be disabled for this bundle.

Note that once set during the bundle creation, the Automatic renewal option cannot be changed later.

For bundles of the Renewable by calendar and One-off with topups type of bundle, the only available setting is Set per item.

This setting is only available for bundles of the Balance-dependent renewable type.

Set a specific lifecycle (in days) for this bundle. All service volumes allocated within a bundle expire at the same time. The minimum value is 1 day, and the maximum value is 365 days.

This setting is only available for bundles of the Balance-dependent renewable type.

Select when a bundle expires:

• At midnight (00:00) – the bundle expires at midnight on the last day of its lifetime, regardless of its activation time.
• At the same time as activated – the bundle expires when its lifetime ends, counted from the activation time (e.g., if the bundle lifetime is 1 day and it’s activated at 4 PM, it expires exactly 24 hours after activation, at 4 PM the next day).

This setting is only available for bundles of the Balance-dependent renewable type.

Set the amount of funds that will be withdrawn from the customer’s balance upon assigning/renewal of the bundle.

This describes how PortaBilling determines which bundle item is applicable. PortaBilling can search for the matching rate code in the bundle item using either the rate earlier selected in the tariff or the rate pattern. If the matching rate code is found, the corresponding bundle item applies.

• Matches the rate exactly (default) – a bundle item applies only if the code group associated with the bundle item contains exactly the same rate code as the one picked in the tariff for rating.
  With the Matches the rate exactly lookup type, you can ensure that the bundle item doesn’t apply to incoming calls by excluding the rate codes used for incoming calls in the tariff in the code group associated with the bundle item.
• Matches or covers the rate – the rate code in the code group associated with the bundle item can be either equal to or more generic than the rate code in the tariff.
  The Matches or covers the rate option is outdated and available for backward compatibility only. We strongly recommend against using it when creating new bundles.
• Matches the rate pattern – when this rate code lookup type is selected for a bundle, PortaBilling doesn’t consider the rate code found in the pay-as-you-go tariff at all. PortaBilling performs the rate code lookup based on the rate pattern.
  Use the Matches the rate pattern lookup type with caution, because a bundle item may apply to the incoming calls.

  If you select a code group set with a defined rate match mode (e.g., Destination) for the bundle, the Matches the rate pattern option is set automatically.

Give a short description here. You can use it to search for this bundle by typing it in the Name field on the Bundle search panel.