Billing and Invoicing

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Overview

This article provides steps for defining a Plan's billing and invoicing options.

Defining Billing and Invoicing

Getting Here: Click Products > Plans

See Create a Plan to view the steps necessary prior to defining Billing and Invoicing.

From the Will an account on this Plan be billed for any of its Plans on a recurring basis? drop-down:

Select Yes if you are creating a paid Master Plan. From the Proration Invoice Timing drop-down, choose whether to create a separate invoice for prorated charges immediately, or defer to the next anniversary date.

Select No If you are creating a free Master Plan.

Note: A free Master Plan can include only free services. Customers who subscribe to a free Master Plan are never billed for Plans, unless they are also subscribed to paid Supplemental Plans. Such customers will be billed for orders.

Proration Invoice Timing can be set here to determine whether to create a separate invoice for prorated charges Immediately or defer to the next Anniversary date.
From the Statement Template drop-down, select the template used to send statements to customers who are subscribed to this Plan. Custom templates can be created for you by Aria Systems Customer Support.

Note: You can select a statement template when you are creating a Master Plan, at the account level, or for an account's Billing Group. You cannot associate a statement template with a Supplemental Plan.

From the Notification Template Group drop-down, select the Notification Template Group used to send messages to customers who are subscribed to this Plan.
From the Credit Note Template drop-down, select the Credit Note Template that will be used to send a Credit Note to customers for this Plan.
If a Credit Memo Template is available to use for the new plan you are creating, you can select the template here.
Select a Rebill Template from the available options in this drop down list. If no template is selected, the default invoice template will be used for rebilling.
From the Dunning drop-down, select the dunning process that should take effect when customers who are subscribed to this Plan have a past due payment.

Note: You can only select a dunning process when you are creating a Master Plan.

From the Apply Cancellation drop-down:

Select No to not apply a cancellation fee.

Select Yes to apply a cancellation fee. Define the Minimum Term (Months) in the field that appears. The minimum term controls when to apply the cancellation fee. For example, if you enter "3" in the minimum term, and the customer cancels the Plan within 3 months, the cancellation fee applies.

From the Apply Minimum Charge drop-down, specify when minimum charges are applied:

Do not apply minimum charge
After first invoice
All invoices

Surcharges available to add to the plan can be chosen here. Select the Surcharge you wish to add from the list on the left and then click the arrow to add it. The box on the right displays surcharges that are added to the plan.

Click Next: Services.