Overview

This section documents how Aria Billing Cloud represents and manages customer accounts. An account holds a customer's contact details, notification preferences, invoicing options, plan assignments, payment methods, and billing history. Use this section when a query concerns account setup, account configuration, billing operations tied to a specific account, or the relationships between accounts.

Note: The Aria Customer Care Portal, currently under development, is being built from the ground up to offer a simplified interface for servicing customers billed through the Aria Billing platform.

Account Management Summary

• Account Management Concepts covers core account terminology: searching for accounts, the account overview screen, billing cycles, account and plan instance statuses, transactions, installment terms, fraud protection, instant payment notification, purchase orders, subscription portability, and permanent or anonymized accounts.
• Create an Account covers account creation steps in the Aria Admin Interface, including assigning a master plan instance, supplemental plans, payment methods, payment terms, and legal entities during setup.
• Account Payments covers adding payment methods and terms, deferring or unapplying payments, electronic payment collection, payment plans, and tokenized credit cards.
• Master Plan Instances covers the containers that hold an account's billable and non-billable services: adding, replacing, or removing plan instances, changing status or units, billing groups, and queued plan changes.
• Statements and Invoices covers generating and interpreting statements, invoices, and credit memos, the account-level records of charges.
• Account Groups covers collections account groups (used for dunning and collections) and functional account groups (used for business logic and reporting), plus sequence groups.
• Account Notification covers configuring how and when an account receives statements and notices, including contacts, notification templates, languages, and taxable addresses.
• Account Hierarchy covers parent-child account relationships, hierarchy visualization, and omni-node configuration for multi-level account structures.
• Contracts covers optional contractual overlays applied to a master plan instance or supplemental plan, including contract creation, cancellation, and parameters.
• Dunning covers the process of collecting overdue payments, including dunning groups and dunning states.
• Orders covers non-subscription orders associated with an account.
• Surcharges covers additional account-level fees based on payment method or installment schedule use.

Account Management Topics