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Account Registration Best Practices

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​Overview

In the account registration (also referred to as "registration") process, a customer visits your account registration website and signs up for one or more master plans and any chosen supplemental plans using a payment type (electronic or payment terms) accepted by your company. You can create accounts for your customers using the create_acct_complete_m API. This API allows you to assign multiple payment methods, billing groups, and dunning groups to an account.

The structure of the create_acct_complete_m API is described in this walkthrough.

Prerequisites

In order to implement the account registration use cases listed below, you must first complete these steps:

  1. Whitelist your IP addresses.
  2. Obtain your client number and authorization key.
  3. Allow statements to be sent to your customers: In the Aria application (under Configuration > Billing > Invoice Settings), set the Suppress Regular Statements parameter to Send.

    If the Suppress Regular Statements parameter is set to Suppress, the statements will not be sent.

Note: You can also specify, at the currency level, whether to send or suppress statements.

Important Notes

General Notes

Queuing Rate Schedule Changes

If you have set up future rate schedule changes, keep the below points in mind. See the use cases below for sample scenarios involving rate schedule changes.

  • Aria will assign a plan's default rate schedule to a plan subscription unless you specify a different rate schedule.
  • If rate schedule 1 (RS1) expires on 30 September 2020 and rate schedule 2 (RS2) goes into effect on 1 October 2020, pre-existing accounts with RS1 will not get switched over to RS2 on 1 October 2020. Pre-existing accounts will continue to be charged RS1. You can assign RS2 to new accounts as of 1 October 2020.
  • If rate schedule 1 (RS1) switches from $25 to $30 on 1 October 2020, pre-existing accounts with RS1 will be charged $30 as of 1 October 2020. New accounts created as of 1 October 2020 will be charged $30.
  • You can assign a rate schedule only if it is available (in effect or not expired) on the plan activation date.

    Example: on 30 September 2020, you cannot assign a plan with activation on 30 September 2020 or 15 October 2020 with a rate schedule that will be in effect on 15 October 2020. Use the Schedule Future Rate Change feature if you want to assign a rate schedule that will be in effect at a later date.
  • If you create an account with an immediate or a retroactive start date, then the rate that is active at the time of account creation will be applied to the assigned plans.

    Example: You have RS1 that will change from $40 to $50 on 12 April 2020:

    • If you create an account on 10 April 2020 with a retroactive start date of 1 April 2020 and assign RS1, then the customer will be charged $40 for the first month.
    • If you create an account on 16 April 2020, with a retroactive start date of 13 April 2020 and assign RS1, then the customer will be charged $50 for the first month.
  • If you create an account with a future plan activation date, then the rate that is active on plan activation date will be used.

    Example: You have RS1 that is set to change from $40 to $45 on 14 October 2020. If you create an account on 10 October 2020 with a plan activation date of 10 November 2020 and you assign RS1, the customer will be charged the new rate of $45 on 10 November 2020.

Best Practices

Before implementing the account registration process, it is recommended that you identify these key pieces of information for your company:

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