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Add a Payment Method to a Master Plan Instance During Account Creation


Each Master Plan Instance on an account can have a different payment method assigned to it. This article describes how to add a Payment Method when creating an account. If you are working with an existing account, refer to Add a Payment Method to an Existing Master Plan Instance.

Assign a Payment Method to a Master Plan Instance

After assigning a Master Plan Instance during account creation, the next section on the Create an Account screen is the Payment Options section.
Payment Options Section 11.0.png

  1. Select a Payment Option, either Method or Term.
    • Method: A payment method is associated with electronic forms of payment, such as credit cards or Automated Clearing House (ACH). After selecting Method, a drop-down list for Payment Type displays with the payment methods configured for customer use by the client. To add a payment method, refer to Add a Payment Term.

      After selecting a payment method from the dropdown, additional fields for payment method details display. For example, fields for credit card information display for the Credit Card payment type.

      Note: The Payment Method Name, Client-Defined Payment Method ID, and Payment Description text fields appear also for the Credit Card, Tokenized Credit Card, U.S. ACH and SEPA Direct Debit payment methods.

      In addition, you can assign the Billing Contact by clicking Assign Contact. The billing contact is responsible for making payments and receiving correspondence in relation to the Master Plan Instance. A separate pop-up displays to enter the contact information. Once saved, this contact is assigned as the billing contact and displays in the Account Contacts section.

      Select a Collection Group that you have associated to a specific payment gateway (e.g., Chase Paymentech, Adyen, Stripe) that will be used to facilitate electronic payment collections from the account. You can assign a Collection Group at the Account level or Billing Group level.

      Example: For cost savings or for other reasons, you may choose to have payments made with a particular payment method processed by a specific payment gateway.


      Aria will use this order of precedence when selecting the payment gateway to use for processing a payment:

      1. Collection group assigned to the billing group associated with the Master Plan Instance being invoiced;
      2. Collection group to which the customer is assigned at the account level.

      Aria supports using collection groups at the billing group level when the Tokenized Credit Card payment method is used. For this payment method, Aria will make collections using the payment gateway associated with the collection group at the account level. However, the billing group's collection group is not honored for token creation for the Tokenized Direct Debit and Tokenized ACH payment methods.

    • Term: A payment term is a non-electronic form of payment, typically a check. After selecting Term, the payment terms configured for the account display for selection. To add a payment term, refer to Add a Payment Term.
  1. Continue creating the account.
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