Aria for Salesforce 4.6 Release Notes

With the Salesforce 4.6 release, you can now set a secondary payment method on their account billing group. A payment method is used for electronic payments such as credit cards, ACH, direct debit, and other payment methods. Payment methods configured in Aria then sync to Salesforce.

Follow these steps to configure a secondary payment method:

• Create a new opportunity/access an existing opportunity in Salesforce.
• Click the Manage Plans button at the top of the opportunity. Select a plan, and the Create or Edit Billing Group dialog appears.

A secondary payment method for a billing group can now be saved to an opportunity and committed to Aria. A payment method is used for electronic payments such as credit cards, ACH, direct debit, and others. When you select a payment method on Create or Edit Billing Group, you now can add a secondary payment method. A checkbox for a secondary payment will appear. The Enter a secondary credit card checkbox appears unchecked by default (checked upon selecting a payment method). From here, enter your secondary payment method and billing contact.

Note: The primary and secondary payment methods must be the same (i.e., if the primary method is a credit card, the secondary method must be also; the same is true for all payment methods).

(SFDC-1172, SFDC-1178, SFDC-1183, SFDC-1188)

Click the checkbox to activate the Secondary billing contact is same as primary billing contact checkbox (checked by default). If you don’t want the Secondary billing contact to be the same as the primary billing contact, then simply uncheck the box; then, the Secondary billing contact input will be displayed.

Note: The primary and secondary billing contact records will always be separate records at the contact level pointing to their primary and secondary and payment method records respectively.

(SFDC-1237, SFDC-1244)

If you set credit card as your primary and secondary payment method, the Provide payment information modal appears once users click on Commit button. If the opportunity has multiple billing groups with payment methods, the Provide payment information modal will display multiple billing group tabs that users need to fill out in order to commit the changes to Aria.

Primary and/or secondary payment methods appear at the Provide Payment Information modal for the payment method based on entries at the Create or Edit Billing Group dialog.

The Provide payment information modal can contain one or more tabs, one for each billing group (an opportunity can have multiple billing groups). For each billing group, the tab appearing upon saving the billing group appears in the format of - (Aria ID of the billing group). Example: If billing group name is “My First Billing Group” and billing group client identifier is “98765432” then the tab name appears as follows: “My First B-98765432“ (the billing group name is truncated to 10 characters).

• The billing group name appears under the Billing Group label.
• The Billing Description appears under the billing group name.
• If only the Primary Payment Method is specified, then only this section is editable.
• If both the Primary and Secondary Payment Method(s) are specified, then both sections are editable.

Press Save to retain all information at the Provide Payment Information modal for this Billing Group tab. A green checkbox appears indicating that all billing group details for this payment method have been saved. Press OK to validate all payment information.

Note: Press Cancel at the Provide Payment Information dialog to return to the Billing Group screen if edits are needed.

For an existing account with multiple billing groups with payment methods, if both primary and secondary payment methods of a billing group are unchanged, then the Billing Group tab is not displayed at the Provide Payment Information modal before saving and committing the opportunity. The Billing Group tab appears only if either one of the payment methods (primary or secondary) of the billing group are changed by the user or it is a new billing group.

If the opportunity has more than 8 billing groups, then the Provide payment information modal will display the rest of billing groups under the More drop-down list.

Upon providing payment information from the Billing Group tab, the Secondary Payment Method input fields appear as read-only text if they have not been edited (the Primary Payment Method displays as an input field). If the Primary Payment Method has not been edited, it appears as read-only text and the secondary payment method displays as input fields.

Press Save at the Provide Payment Information modal to retain the to Credit Card Number, CVV, and Expiration Date for both primary and secondary payment methods (for Credit Card). For ACH, Press Save to retain the ACH Account Number and Routing Number for both primary and secondary payment methods. For the Tokenized Credit Card payment method, primary and secondary values must be entered also if applicable.

(SFDC-883, SFDC-1186, SFDC-1187, SFDC-1189, SFDC-1191, SFDC-1204, SFDC-1238, SFDC-1239, SFDC-1240, SFDC-1242, SFDC-1243, SFDC-1245, SFDC-1246, SFDC-1247)

To change a secondary payment method after committing to the opportunity, navigate to the Create or Edit Billing Group dialog (as shown below).

• Select the Primary Payment Method; the Secondary Payment Method also appears with the Change link (upon clicking the checkbox).
• If selecting a different Primary Payment Method, then both the primary and secondary payment methods will be hidden, since they’re both a new payment method.
• Click the Undo link for the Secondary Payment Method (appearing after clicking Change and entering new payment method information) to remove any edits or updates and keep the existing secondary payment method.
• Click Save to insert/update the Secondary payment record and Secondary billing contact as applicable.

(SFDC-1192, SFDC-1193, SFDC-1194, SFDC-1201, SFDC-1202, SFDC-1203, SFDC-1234)

Changes to secondary billing contact sync from Salesforce to Aria in real time. For a person account that has a secondary payment method, when users making changes to its mailing address, the change syncs to secondary billing contact of the consumer account in the Aria core application in real time. Similarly, for a business account, changes to secondary billing contact in Salesforce sync to Aria in real time.

For an existing business or consumer account, when adding a secondary payment method in Aria (Accounts > search for and select an account > Account Overview > Payment Methods) and clicking the Refresh from Aria button on the account in Salesforce, the secondary payment method and billing contact from Aria syncs to the Salesforce account in the same manner as the primary payment method and billing contact.

(SFDC-1279, SFDC-1280, SFDC-1281, SFDC-1282)