Subscription Details
Note: The following terms commonly used in Aria Billing are now associated with new CCP terminology as shown in the following table.
| Aria Billing | CCP |
|---|---|
| Master Plan Instances | Subscriptions |
| Supplemental Plan Instances | Add-Ons |
Subscription Details
Select the Subscriptions > Details page from the side navigation menu. This page contains a list of the current account's subscriptions as well as details about each subscription.
Expand the details about a subscription by selecting the dropdown arrow next to that subscription within the table.
Note: Hovering over a subscription will display the Client ID.
A pop out will open displaying details about the selected subscription. Clicking on any of the numerous fields displayed on this page will open pop ups that allow you to view and edit the details about that field. For example, clicking on the Usage Pooling field allows you to edit the type of Unit-Based Usage Thresholds or to enable/disable the subscription's usage pooling Status.
Note: Editing is available for the following fields within the subscription's detail pop out:
- Client ID
- Description
- Usage Pooling
- Billing Group Details
- Subscription Status
- Contracts
- Coupons
- Surcharges
Scroll down within the Subscription Details pop out to the View dropdown.
You can select from the following subscription data views:
- Services
- Add-Ons
- Payment Responsibility
- Product Fields
- Recent Invoices
- Recent Payments
- Recent Transactions
- Recent Statements
Some Views allow you to expand further details about listed items within the data table. Select Recent Invoices to open an Invoice Details pop out about the selected invoice.
Back on the main Subscriptions > Details page, select the row actions icon ⋯ to quickly Edit the subscription's Billing Group details.
The Billing Group Details drawer will pop out once you click Edit on a subscription. Edit or fill in the appropriate information about the billing group that you want to change. You also have the option to create a template for subscriptions here by filling out the Subscription Template Settings. You can manage Statement Recipient emails with options to add to both CC and BCC lists.
Press Next to advance to the next step.
The Payment step is where you can choose between a Payment Method or Payment Terms for the billing group you are editing. Select either Method or Term and then fill in the appropriate information under the Payment Settings. You can add or select Primary Payment Method, Secondary Payment Method, Collection Group, Statement Contact, and Terms
Note: Payment Term details cannot be edited.
Press Next to advance to the next step.
The Subscription step allows you to select from a list of associated subscriptions for the current account that you would like to assign to the billing group you have just edited. Select the check box next to each subscription you would like to reassign to this billing group and press Reassign Subscription. If the account has subscriptions that are not associated with this billing group, you have the option to select them and press Add Subscription to add them to the list of associated subscriptions.
Press Save Changes to save the updates you have just made to the billing group.