Create an Account with a Future Plan Assignment and a Prorated Invoice
Overview
In this use case, we will create an account with a future plan activation date (assignment) and an alternate bill day.
You can create an account with a future activation date if:
- you have a customer who wants service to start on a date after the current date (example: for financial convenience); or
- You first need to complete processes such as these:
- Install equipment; or
- Screen/obtain confirmation from the customer.
In addition, you can create an account with an alternate bill day if you have a customer who wants to be billed on a particular day of the month (different from the account creation date) for financial or other reasons.
Example: on 15 July 2019, you create an account for a customer who:
- wants service to start on 15 August 2019 for a monthly plan;
- and who wants to be billed on the 5th of every month.
You may also want to prorate the first bill to cover charges from the plan activation date to the bill through date.
Instructions
Sample Call
- Call the create_acct_complete_m API using the fields in the basic registration use case.
- Pass values into the additional fields identified below:
Notes:
- The <alt_start_date> (future activation date) that you pass in cannot be more than one billing cycle into the future.
- The <override_bill_thru_date> (alternate bill day - 1 day) that you pass in must be in the future, must be after the <alt_start_date>, and cannot be more than one billing cycle past the <alt_start_date>. Aria will set the customer's bill day to the <override_bill_thru_date> + 1 day.
Sample Response
You can use the <acct_no> returned by the API to search for the customer in the Aria application and confirm that the account was created correctly as described in the use case above.
Notes: In this example:
- On the first invoice generated on 15 August 2019, Aria will bill the customer for prorated charges covering the period from 15 August 2019 (<alt_start_date>) to 4 September 2019 (<override_bill_thru_date>).
- After that, the customer will be invoiced on the 5th (<override_bill_thru_date> + 1 day) of every month for charges covering a full billing interval from the 5th to the 4th (because the customer wants to be billed on the 5th).