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Aria Knowledge Central

create_payment_plan_term_m Guide

The create_payment_plan_term_m API creates a reusable payment plan term at the client level. You can apply a saved term whenever you create a payment plan on an account, rather than specifying the length, interval, lump sum handling, and fee on every call.

API Specification

create_payment_plan_term_m

Required Fields

  • <client_no>
  • <auth_key>
  • <client_payment_plan_term_id>
  • <payment_plan_term_name>
  • <payment_plan_term_length>
Sample Call and Response:create_payment_plan_term_m Sample Call and Response

Additional Guidance

Input Fields

Field Name Notes
<payment_plan_term_type>

If you do not pass this field, Aria treats the payment plan term as type 0 (independent).

Allowable values:

Value Description
0 Independent. The term has its own schedule and due dates.
1 Aligned. The term aligns with an existing master plan instance.
<payment_plan_term_period_type>

Required when <payment_plan_term_type> equals 0 (independent).

Allowable values:

Value Description
M Months
W Weeks
D Days
<payment_plan_term_length>

For <payment_plan_term_type> = 0 (independent), Aria uses this value with <payment_plan_term_period_type> to define the term duration. For example, a period type of M with a length of 36 defines a 36-month term. For <payment_plan_term_type> = 1 (aligned), the value represents the number of statements the payment plan amount is part of.

<payment_plan_term_interval>

Works jointly with <payment_plan_term_period_type>. For example, an interval of 2 with a period type of M means a payment is due every 2 months. If you provide this field, the value must be less than or equal to <payment_plan_term_length>. If you do not pass this field, Aria defaults it to 1.

<payment_plan_term_lump_sum_type>

Allowable values:

Value Description
P Proportionately split. Aria spreads the lump sum across charges and tax.
T Purchase tax only. Aria applies the lump sum to purchase tax only.
<payment_plan_term_lump_sum_amount>

Required when <payment_plan_term_lump_sum_type> equals P (proportionately split).

<payment_plan_term_lump_sum_amount_type>

Required when <payment_plan_term_lump_sum_type> equals P (proportionately split).

Allowable values:

Value Description
P Percentage of the outstanding balance.
F Flat amount.
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