Cash Credits, Service Credits, and Viewing Recurring Credits

Create a Cash Credit

1. From the Account Details screen More drop down menu, click on Cash Credits.

The Cash Credits screen displays as shown above.

2. Click on Request a Cash Credit.

3. Click on the Cash Credit Reason drop down arrow, and select a Cash Credit Reason Code from the available options.
4. Type in any CSR Comments.
5. Select one of the following options from the Apply Against field.
   • Charges per standard FIFO method (recommended): Selecting this option uses the First In First Out (FIFO) method, which is the standard method of payment application. If selected, the credit is automatically applied against all unpaid charges on the account until fully satisfied, starting with the oldest unpaid charge.
     
     Applying credits per the FIFO application method is considered a best practice in most situations, as it ensures the proper aging of charges on the account. The FIFO application method also determines when an account is in arrears, governing the entry into and exit from the dunning cycle.
      
   • Invoices and other account-level charges: Selecting this option presents a list of account-level charges to apply a cash credit against.
      
   • Services (invoice line-items): Selecting this option presents a list of all unpaid charges on the account to apply a cash credit against. Items on that list may be filtered by Master Plan Instance.

If you select Invoices and other account-level charges, the following additional field options display:

• • • Assign credit amount to each item: Each account-level line item charge displays an Amount field where you can enter the amount of the credit.
    • Assign percentage of total credit amount to each line item: A Credit Amount window displays where you enter the total amount of the credit you are applying. Each account-level line item charge displays a % of Total Credit window where you specify the percentage of the credit you are applying to that item. The total percentage of the credit for all lines must not exceed 100%. The amount of the credit automatically displays in the Amount column.

6. Type in a Credit Amount.

7. Click on the Submit button.

The Request Status screen displays as shown above.

8. Click on the View Details button.

The Task screen for the Cash Credit displays as shown above.

Validate the Cash Credit information.

9. Add any additional Work notes / Comments if desired.
10. Click on the Create a Cash Credit button.

A message displays indicating the "Cash Credit has been created in Aria."

11. Close (x) the Cash Credit Task screen.
12. Open the Cash Credit Details screen.

Refresh the Cash Credit Details screen as shown above to see the Cash Credit added to the account in the Aria Billing Studio as displayed above.

13. Click on the Credit Number.

The selected Cash Credit's Details screen displays as shown above.  

14. Click on the credit's Applied Cash Credits tab.  

The Applied Cash Credits screen for the selected cash credit transaction displays as shown above.

15. Click on any of the Applied transaction ID's.

The Transaction Details screen displays relevant detail for the Cash Credit's applied transaction as shown above.

Above is an image of the Cash Credit having been applied to the account in the Aria Billing Cloud.

Create a Service Credit

1. From the Account Details screen More drop down menu, click on Service Credits.

The Service Credits screen displays as shown above.

2. Click on Request a Service Credit.

3. Click on the desired Service Credit *MPI Stack radio button (Any Stack or Select Specific).

If you choose Any Stack, the credit will apply to any plans to which the customer is currently subscribed and to any other future subscriptions as long as the credit is in effect.

If you choose Select Specific, this will apply the credit to the account's Master Plan Instance that you select and any of its associated supplemental plans currently subscribed to, in addition to and any supplemental plans that the customer adds to the selected Master Plan Instance in the future as long as the credit is in effect. The following field displays. Select the desired Master Plan Instance from those master plans currently subscribed to by the customer. 

4. Type in the Credit Amount.
5. Click on the Credit Reason drop down arrow, and select a Service Credit Reason Code from the available options.
6. Use the calendar icon to select an Initial Credit Date, if other than today's date.
7. Click on the desired Frequency (Once or Multiple)

If Multiple is selected;

8. Type in the desired Total number of credits.
9. Type in the desired Apply each credit every.
10. Click the Type field's drop down and select (Daily, Weekly, or Monthly)
11. Select one of the following options from the Application Scope field.
    • All Plan Instances & Services (default selection): Selecting this option will apply this credit to offset any charge applied against this account, regardless of the origin or the nature of the charge.
    • Specific Plan Instances & Services: Selecting this option will allow you to select a specific master plan instance(s) and service code(s) combination, and the resulting credit will only be permitted to to offset charges generated by the system with that particular plan(s) and service code(s).  If this is selected, the following field displays. Select the desired Master Plan Instance(s) from those master plans currently subscribed to by the customer. 

Then, click on the Services checkbox, to select the desired Service(s) combination for which to apply the credit.

• • Service Types: Selecting this option allows the selection of the eligible charge service types against which the credit would be applied. If this is selected, the following field displays. Select the Services for which to apply the credit. 
    

12. Type in CSR Comments.
13. Click on the Submit button.

The Request Status screen displays as shown above.

14. Click on the View Details button.

The Task screen for the Service Credit displays as shown above.

Validate the Service Credit information.

15. Add any additional Work notes / Comments if desired.
16. Click on the Create a Service Credit button.

A message displays indicating the "Service Credit has been created in Aria."

17. Close (x) the Service Credit Task screen.
18. Open the Service Credit Details screen.

Refresh the Service Credit Details screen as shown above to see the Cash Credit added to the account in the Aria Billing Studio as displayed above.

19. Click on the Service Credit's Created Date.

The selected Service Credit's Details screen displays as shown above.  

Above is an image of the Service Credit having been applied to the account in the Aria Billing Cloud.

Viewing Recurring Credits

1. From the Account Details screen More drop down menu, click on Recurring Credits.

The Recurring Credits screen displays as shown above.

2. Click on the Recurring Credit's Created Date.

The Recurring Credit's Detail screen displays as shown above.

Relevant details include the following sections / fields:

Recurring Credits

a. Per Credit Amount
b. Reason
c. Completed Total (completed number of credits that have been applied to the account's subscription / service charges.

Schedule

d. First Credit Date
e. Next Credit Date
f. Last Credit Date

Recurring Credit Interval

g. Credit Interval in Days, Weeks, or Months