Contacts

Contacts 

The Contact associated with an account are displayed in Account > Contacts from the side navigation menu. You can view a list of contacts for the current account including contact details and contact type. Hover over the contact name to view the contact ID.

Select the horizontal ellipsis ⋯ to Update the account contact.

Once you have opened the Update Contact drawer, you can view or edit the contact's details including the Payment Method ID. 

You can update the payment method for a billing contact by expanding the Billing Contacts section and clicking on a Payment Method ID. This opens the Update Payment Method drawer where you can modify critical payment details including Payment Method Details, Card Information, and Billing Information directly from the Update Contact drawer. After making your necessary changes, save by selecting the Update Payment Method button to close the drawer. Remember to select Update Contact to save your contact changes.

To learn more about contacts, visit the Aria Billing Cloud Contacts page. You can access and revise the following from Aria Billing Cloud:

• Contact Details: Includes the name, address, email, phone numbers, locality and company for the contact.
• Contact Type: This lists the function(s) to which the contact is assigned. The following types of contacts are possible:
  • Account Contact: This is the account holder's information and is configured when creating the account.
  • Billing Contact: This is the name and address associated with the Payment Method on the account. 
  • Destination Contact for Services: This contact is defined when configuring a service for a plan purchased by an account, and can be used for tax calculations with the Avalara, Sovos, and Vertex O Series tax engines. This means that the taxes for a service or inventory item can be calculated based on your specified destination contact. Please see this use case for an example of how you can have taxes calculated based on a destination contact.
    Alternatively, if you use any of the 3 tax engines mentioned above, taxes can be calculated based on your specified service location.
  • Destination Contact for Orders: This designation indicates that a contact has been used as the Destination Contact for a non-subscription offering that has been invoiced. Note that this contact type cannot be changed since the invoicing has already occurred and this contact was included as the Destination Contact.
  • Statement Contact: This the statement contact associated with the billing group to which the selected Master Plan Instance belongs.