Currently Functional Workflows

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Overview

This document lists the functionality currently available in the Aria Customer Care Portal.

Quick Search
Stats Bar
Account Details
Payment Methods
Make Payment

Quick Search

The Customer Care Portal enables you to search your Aria instance, filtering by different fields or identifiers. This Quick Search displays at the top of the CCP home page. The list below comprises fields you can currently filter on.

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Account Number
Account User ID
Address
Agreement ID
Bank Routing Number
City
Client Account ID
Client Defined Fields
Company Name
Country
Credit Car/Bank Account Last 4 Digits
Credit Card Type
Email Address

First Name
Last Name
Locality
Parent Account Number
Parent Account User ID
Payment ID
Payment Reference Code
Phone
Postal Code
Purchase Order Number
Sequential Statement ID
State/Province

Stats Bar

The Aria Customer Care Portal displays a stats bar toward the top of the Account Overview screen. The following statistics are available for display on the Display Bar.

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Balance
Customer For
Lifetime Revenue
Subscriptions in Dunning
Total Invoice Amount
Unapplied Payments
Unapplied Service Credits

Account Details

The Aria Customer Care Portal displays many of the most important details of an account on the Account Overview screen.

Subscriptions
Recent Activities
- Invoices
- Transactions
- Statements
- Comments
- Communications
Hierarchy
Balance Type Switcher

Payment Methods

You can view an account's Payment Methods in the Payment Methods tab of the Account Overview screen. You can currently perform the following actions from that tab.

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Add New Payment Method
- Billing Contact
  - Add New
  - Edit
  - Select Existing
- Payment Type
  - Boleto Bancario
  - Credit Card
  - Direct Debt
  - Electronic Check (ACH)
  - Merchant Specific Card
  - NETS
  - PayPal Express Checkout
  - Purchase Power
  - Tokenized Credit Card
  - Tokenized Direct Debt
Edit Payment Method
Delete Payment Method

Make Payment

You can make a payment for an account by clicking the Make Payment button on the Account Overview or Payment Methods tab. You can currently perform the following related actions.

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Request Electronic Payment
- Apply Against Account
  - Account Balance
    - Balance Due
    - Other Amount
  - Defer Until Later
    - Balance Due
    - Other Amount
- Apply Against Billing Group
  - Account Balance
    - Balance Due
    - Other Amount
  - Defer Until Later
    - Balance Due
    - Other Amount
Post External Payment
- Apply Against Account Balance (FIFO)
  - Balance Due
- Defer Until Later
  - Balance Due
Apply Existing Payment