Working with an Account's Billing Groups & Dunning Groups

Overview

A new Billing Group is automatically assigned to an account when the account is created. An account can also be created with additional billing groups. Billing groups in Aria allow for more flexibility and customization in how accounts are billed and make payments. Some key benefits of billing groups include:

• An account can have multiple billing groups, allowing the account to pay for different subscriptions and one-time orders using different payment methods having different billing and statement contacts. 
• Billing groups make it possible to invoice an account for multiple master subscription plans together in one statement while still keeping payment details separate for each plan.
• Dunning processes and late payment policies can also vary by billing group, so accounts with multiple groups can be managed with more granular billing policies and workflows.

Dunning groups are set up at the account level and are a mechanism for either singularly dunning a subscription, or by grouping subscriptions to a shared dunning process.

A new Dunning Group is automatically assigned to an account when the account is created. Like billing groups, accounts can be assigned multiple dunning groups. This means that a subscription can be dunned separately (if the subscription goes into dunning, it will not affect any of the other account subscriptions), or dunned together with other account subscriptions. In this case all subscriptions assigned to the dunning group will automatically be suspended when any one of the subscriptions goes into the final step in dunning.

Create a New Billing Group

1. From the Main Account screen, click on the Billing Groups menu tab.

The Billing Groups screen displays as shown above.

2. Click on the New Billing Group button.

The Create New Billing Group screen displays as shown above.

3. Type in a Billing Group Name.
4. Type in a Billing Group Description.
5. Use the Notification Method field's drop down arrow and select your desired Notification Method.
6. Use the Statement Template field's drop down arrow and select your desired Statement Template to use for this new billing group.
7. Click on your desired Payment Option's radio button for this new billing group.

8. Use the Payment Term field's drop down arrow and select your desired Payment Term for this new billing group.
9. Use the Statement Contact field's drop down arrow and select your desired Statement Contact for this new billing group.

10. Click on the Submit button.

The Create Billing Group Request Status screen displays as shown above.

11. Click on the View Details button.

The Billing Group screen displays as shown above.

12. Click on the new Billing Group Number.

The new Billing Group's Details screen displays as shown above. The image insert shows the new Billing Group for the account in Aria's Customer Care Portal.

Update a Billing Group

13. To update the billing group, click on the Update Billing Group button.

The Update Billing Group screen displays as shown above.

14. Make any changes to editable fields (fields in white) as desired.
15. Click / check Subscriptions to add to this billing group.
16. Click on the Submit button to update this billing group.

The Update Billing Group Request Status screen displays as shown above.

17. Click on the View Details button.

The Updated Billing Group's Details screen displays as shown above. The image insert shows the new Billing Group and it's updated subscription count for the account in Aria's Customer Care Portal.

Updating a Dunning Group

1. Click on the account's Dunning Groups menu tab.

The Dunning Groups screen displays as shown above.

2. To update a dunning group, click on an account's Dunning Group number.

The Dunning Group details screen displays as shown above.

3. Click on the Update Dunning Group button.

4. Make any changes to editable fields (fields in white) as desired.
5. Click on the Dunning Process icon symbol. A popup screen displays details regarding the dunning group's assigned dunning process. 
6. Click / check Subscriptions to add to this dunning group.
7. Click on the Submit button.

The Update Dunning Group Request Status screen displays as shown above.

8. Click on the View Details button.

The Updated Dunning Group's Details screen displays as shown above. The image insert shows the new Dunning Group and it's updated subscription count for the account in Aria's Customer Care Portal.