Subscription Details
Note: The following terms commonly used in Aria Billing are now associated with new CCP terminology as shown in the following table.
| Aria Billing | CCP |
|---|---|
| Master Plan Instances | Subscriptions |
| Supplemental Plan Instances | Add-Ons |
Subscription Details
Select the Subscriptions > Details page from the side navigation menu. This page contains a list of the current account's subscriptions as well as details about each subscription.
Expand the details about a subscription by selecting the dropdown arrow next to that subscription within the table.
Note: Hovering over a Subscription or Add-On will display the subscription or add-on number.
A pop out will open displaying details about the selected subscription. Clicking on any of the numerous fields displayed on this page will open pop ups that allow you to view and edit the details about that field. For example, clicking on the Usage Pooling field allows you to edit the type of Unit-Based Usage Thresholds or to enable/disable the subscription's usage pooling Status.
Editing is available for the following fields within the subscription's detail pop out:
- Client ID
- Description
- Usage Pooling
- Billing Group details
- Dunning Group details
- Subscription Status
- Contracts
- Coupons
- Surcharges
Scroll down within the Subscription Details pop out to the View dropdown.
You can select from the following subscription data views:
- Services
- Add-Ons
- Payment Responsibility
- Product Fields
- Recent Invoices
- Recent Payments
- Recent Transactions
- Recent Statements
Some Views allow you to expand further details about listed items within the data table. Select Recent Invoices to open an Invoice Details pop out about the selected invoice.
Another example is the Payment Responsibility view.
- Select the Subscription you want to open.
- Select the Payment Responsibility option from the View dropdown.
- Select the row actions icon ⋯ , then select Switch to Child Account to open up the details for the child account responsible for payment on that subscription.
Back on the main Subscriptions > Details page, select the row actions icon ⋯ to quickly Edit the subscription's Billing Group details.
The Billing Group Details drawer will pop out once you click Edit on a subscription. Edit or fill in the appropriate information about the billing group that you want to change. You also have the option to create a template for subscriptions here by filling out the Subscription Template Settings. You can manage Statement Recipient emails with options to add to both CC and BCC lists.
Press Next to advance to the next step.
The Payment step is where you can choose between a Payment Method or Payment Terms for the billing group you are editing. Select either Method or Term and then fill in the appropriate information under the Payment Settings. You can add or select Primary Payment Method, Secondary Payment Method, Collection Group, Statement Contact, and Terms
Note: Payment Term details cannot be edited.
Press Next to advance to the next step.
The Subscription step allows you to select from a list of associated subscriptions for the current account that you would like to assign to the billing group you have just edited. Select the check box next to each subscription you would like to reassign to this billing group and press Reassign Subscription. If the account has subscriptions that are not associated with this billing group, you have the option to select them and press Add Subscription to add them to the list of associated subscriptions.
Press Save Changes to save the updates you have just made to the billing group.
Add New Subscription
To add a new subscription, select the Add New Subscription button in the top right corner to open the new subscription drawer. The new subscription drawer prompts you through a four step process including Details, Options, Billing Groups, and Add-Ons.
Details — Step 1
This step collects the foundational information for your new subscription and is divided into two sections: Basic Details and Assignment Details. Required fields that must be filled out to move onto the next step are marked with a red asterisk (*).
Basic Details:
You can select a Promotion Code, choose the Subscription plan from a searchable dropdown, set the Subscription Units (defaults to 1), choose the Subscription Status (defaults to Active), enter an optional Client ID, and add an optional Subscription Description.
Assignment Details:
You can define the Assignment Scope (defaults to "Assignment Immediately"), apply an optional Coupon Code, toggle Override Bill Through Date, set an Alternate Billing Option, select a Retroactive Bill Start Date, choose Invoicing Options (defaults to "Use client default / Perform prorated invoicing"), and enter Bill Lag Days.
Options — Step 2
This step is organized across four tabs: Rate Schedule, Services, Product Fields, and Inventory Items.
The Rate Schedule tab displays the available pricing plans associated with the selected subscription. A plan is pre-selected by default and shows the plan name, its effective date range, the services included, service pricing breakdowns, and billing intervals. There is also an Add Custom Rates button that allows you to define custom pricing tiers instead of using the default plan rates.
The Services tab allows you to view all services associated with the subscription, modify service locations, and assign specific contacts to individual services.
The Product Fields and Inventory Items tabs provide additional configuration options for those respective elements if applicable to the plan.
Billing Groups — Step 3
This step assigns billing and dunning responsibilities to the subscription. Payment Responsibility (defaults to "Self Pay"), Dunning Group (defaults to "Dun Separately"), and Billing Group information are all required to move on to the next step.
The Billing Group dropdown offers the option to select an existing billing group or to Create New, which allows you to configure a brand new billing group inline without leaving the Add New Subscription process.
Add-Ons — Step 4
The final step allows you to view and manage any Add-Ons associated with the selected subscription plan. You can view Add-On Name, Client ID, Description, and Units.
Select the Add Add-on button to manually attach add-ons to the subscription. Select the Preview Invoice button to review what the invoice will look like before finalizing.
Once all steps are complete, select the Save New Subscription button at the bottom of the drawer.