Account Management
Aria provides flexible account management capabilities to help reduce the burden of handling complex customer accounts, including account hierarchies. In Aria, an account contains information about a customer such as their contact details, notification preferences, invoicing options, and other data.
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 Concepts
- Aria provides the ability to purchase multiple Plans under a single account, purchase the same Master Plan multiple times under a single account, or purchase the same Supplemental Plan multiple times under a single Master Plan.
- Search for an Account
- Account Overview Screen
- Account Holder Billing Cycle
- Determining Which Master Plan Instances Invoice Together
- Account Statuses
- Plan Instance Statuses
- Change an Account’s Status
- Transactions
- Account Installment Terms
- Fraud Protection
- Instant Payment Notification
- Purchase Orders
- Subscription Portability
- Permanent Accounts
- Anonymize an Account
- Specify Values for Client Defined Fields
- Create an Account
- This article provides instructions for creating an account in the Aria Admin Interface.
- Add a Payment Method to a Master Plan Instance During Account Creation
- Add a Payment Term to a Master Plan Instance During Account Creation
- Add a Supplemental Plan to a Master Plan Instance During Account Creation
- Assign an Account to a Legal Entity During Account Creation
- Assign a Master Plan Instance During Account Creation
- Account Payments
- This section comprises various articles describing how to facilitate or manage account payments in Aria Billing Cloud.
- Master Plan Instances
- A Master Plan Instance acts as a container for billable and non-billable services.
- Plans Overview
- Add a New Master Plan Instance to an Existing Account
- Change a Plan Instance's Status
- Change Plan Instance Units
- Create a Billing Group
- Master Plan Instance Details
- Plan Unit Instances
- Remove a Master Plan Instance
- Replace a Plan on a Master Plan Instance
- Update a Plan Instance's Rate Schedule
- View and Modify Queued Plan Changes
- Statements and Invoices
- Statements and invoices are both records of charges associated with an account on the Aria billing platform. Statements collect together invoice items and other transactions into a single document that can be sent to the customer, while invoices represent all charges for a specific billing period and are generated automatically or on demand at the account's anniversary date or when requested.
- Account Groups
- There are two types of account groups to which you can add a customer: Collections Account Groups and Functional Account Groups.
- Account Notification
- The section outlines how to configure account notification settings within Aria, allowing users to choose properties like email delivery, PDF generation, and master file inclusion for statements, accessible via Accounts > Account Overview > Notification Method.
- Account Hierarchy Visualization
- The Account Hierarchy Visualization Overview in Aria allows users with Power CSR-level access to view a detailed overlay of an account’s hierarchy and plan information, displaying up to four levels of parent and child accounts with navigation arrows, accessible via the "View Account Hierarchy" link in the Account Overview.
- Contracts
- A contract is an optional overlay on a plan assignment. You can apply a contract to a Master Plan Instance or to a Supplemental Plan. By default, Plans are assigned to an account in perpetuity unless a change in account status or Plan assignment removes the Plan from the account.
- Dunning
- Dunning in Aria refers to the business process that collects overdue payments from customers. It is triggered when a customer has not paid their invoice by the due date.
- Orders
- This section describes account orders in Aria, accessible under Accounts > Statements & Invoices > Orders tab, which summarizes all non-subscription offering orders for an account, allowing users to create new orders or view details by clicking order or invoice numbers.
- Surcharges
- Surcharges enable you to charge customers additional fees.