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.
- Click New and enter all the details and click Save.
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).
- Click on Billing Tab to view Billing Overview details.
- In the Next Invoice card click on Document Icon to display the Invoice details.
- Proceed to the Aria Account page by using the Billing Account and Cash Credit buttons.
- The Subscriptions tab displays the Subscription details.
- View the Latest Invoice details on the Latest Invoice Tab.
- Initiate a Dispute on the invoice by clicking the Dispute Button.
- Select Dispute reason and add CSR comments and then click Dispute button.
- View the Invoice details by clicking on the Document icon.
- View the Latest Payment details in Latest Payment Tab.
- Select the History tab to view the previous invoices of the account.
- Click on the Detail Icon to see the details of that particular invoice.
- View the usage details of Invoice by clicking the Document icon.
- View payment history for the account from the Payments tab.
- View the particular payment details by clicking the Detail icon in the payment card.
- View Write-offs and Dispute details on Write-offs and Disputes Tab.
- View Dispute details by selecting the Detail icon.
- To view the Usage history, select the Usage tab.
- Select Choose Master Plan drop down to view the details of a particular master plan.
- Apply filters as needed.