Use Cases
- Account Creation Use Cases
- Account Registration Best Practices
- Basic Registration Use Case Using create_acct_complete_m
- Create an Account with 2 Master Plans Billed Separately
- Create an Account with a Contract and a Destination Contact
- Create an Account with a Future Plan Assignment and a Prorated Invoice
- Create an Account with a Future Plan Assignment and a Queued Rate Change
- Create an Account with a Retroactive Start Date and an Alternate Bill Day
- Create an Account with a Retroactive Start Date and a Queued Rate Change
- Create an Account with Immediate Activation and a Queued Rate Change
- Parent-Child Account Use Cases
- Create a Child Account with a Parent Pay Plan and Aligned Billing Dates
- Create a Child Account with both a Self Pay Plan and a Parent Pay Plan
- Create a Child Account with Self Pay Responsibility
- Create Parent-Child Account Relationships
- Important Notes about Parent-child Accounts
- Parent-Child Account Best Practices
- User Self-Service Use Cases
- Add a Master Plan Immediately with a Queued Rate Change
- Add a Master Plan with a Future Start Date and an Alternate Bill Day
- Add a Master Plan with a Future Start Date and a Queued Rate Change
- Add a Master Plan with a Retroactive Start Date and an Alternate Bill Day
- Add a Master Plan with a Retroactive Start Date and a Queued Rate Change
- Add a Supplemental Plan on an Anniversary Date
- Add Multiple Plans Immediately with Different Billing Intervals
- Switch to a Different Master Plan
- update_acct_plan_multi_m Walkthrough
- Update an Assigned Plan and Queue Rate Changes
- Update Billing Contact and Payment Information
- User Self-service Best Practices