Account Creation Use Cases
This article is a landing page linking to account creation use case topics. It covers scenarios such as basic registration, multiple master plans, contracts, future plan assignments, and retroactive start dates.
- Account Registration Best Practices
- Account registration involves customers signing up for master and supplemental plans using accepted payment types, often via the create_acct_complete_m API, which allows for multiple payment methods and billing/dunning group assignments. Best practices include pre-defining offered plans, payment types, coupons, billing dates, and statement layouts, while handling rate schedule changes requires careful consideration of activation dates and effective periods.
- Basic Registration Use Case Using create_acct_complete_m
- This article outlines a basic account registration use case using the create_acct_complete_m API using SOAP, with sample inputs and responses.
- Create an Account with 2 Master Plans Billed Separately
- This article explains how to create an account with two master plans billed separately through different payment methods. It describes assigning a second payment method, billing group, and master plan using the create_acct_complete_m API.
- Create an Account with a Contract and a Destination Contact
- This article explains how to create an account with an annual contract and a destination contact for tax calculation. It walks through creating the account, authorizing the payment, and collecting the payment using the relevant Aria APIs.
- Create an Account with a Future Plan Assignment and a Prorated Invoice
- This article explains how to create an account with a future plan activation date and an alternate bill day. It describes how Aria prorates the first invoice to cover the period from activation to the new bill date.
- Create an Account with a Future Plan Assignment and a Queued Rate Change
- This article explains how to create an account with a future plan activation date and a rate schedule change that takes effect before that date. It shows that Aria bills the customer the rate in effect on the activation date, not the rate at account creation.
- Create an Account with a Retroactive Start Date and an Alternate Bill Day
- This article explains how to create an account with a retroactive start date and an alternate bill day. It covers the client setting and API values needed to either combine the resulting prorated charges into one invoice or bill them as separate invoices.
- Create an Account with a Retroactive Start Date and a Queued Rate Change
- This article explains how to create an account with a retroactive start date and a rate schedule change that takes effect after account creation. It shows that Aria charges the rate active on the account creation date for the first billing period, then applies the new rate once it takes effect.
- Create an Account with Immediate Activation and a Queued Rate Change
- This article explains how to create an account with immediate activation and an introductory rate that changes after the first billing cycle. It shows that Aria bills the introductory rate for the first month, then applies the new rate for every month after.