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Aria Knowledge Central

Training Run-through

Overview

How to test the Billing Studio

Create a record for Credentials object (if there is no existing record).

  • Go to app launcher, search for and select Credentials.

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  • Click New and enter all the details and click Save.

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Create a record for Account object

  • Go to app launcher search for Account object and select Account.
  • Open any record and click on Edit button.
  • Add the values to the Billing Account Number and Billing Account Identifier fields.
  • Billing Account Number : 21705254 (Aria Account Number).
  • Billing Account Identifier: 9c297008-98bf-496d-ad5c-f8c98b486567 (Aria Client Id).

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  • Click on Billing Tab to view Billing Overview details.

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  • In the Next Invoice card click on Document Icon to display the Invoice details.

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  • Proceed to the Aria Account page by using the Billing Account and Cash Credit buttons.

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  • The Subscriptions tab displays the Subscription details.

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  • View the Latest Invoice details on the Latest Invoice Tab.
  • Initiate a Dispute on the invoice by clicking the Dispute Button.

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  • Select Dispute reason and add CSR comments and then click Dispute button.

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  • View the Invoice details by clicking on the Document icon.

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  • View the Latest Payment details in Latest Payment Tab.

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  • Select the History tab to view the previous invoices of the account.

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  • Click on the Detail Icon to see the details of that particular invoice.

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  • View the usage details of Invoice by clicking the Document icon.

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  • View payment history for the account from the Payments tab.
  • View the particular payment details by clicking the Detail icon in the payment card.

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  • View Write-offs and Dispute details on Write-offs and Disputes Tab.

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  • View Dispute details by selecting the Detail icon.

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  • To view the Usage history, select the Usage tab.

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  • Select Choose Master Plan drop down to view the details of a particular master plan.

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  • Apply filters as needed.

 

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