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Home > Aria Crescendo Documentation > Account Management > Payments and Credits > Credits > Create a Service Credit

Create a Service Credit

This article applies to:Aria Crescendo

Overview

Aria's service credits feature allows you to apply credits to a selection of plans and services, and configure credits to expire after a specific period of time to limit their liability. If applied to multiple plans (both master plans and supplemental plans) and services, the credit may be allocated proportionately. When the credit is allocated proportionally, it is applied based on the percentage that each applicable line item total contributes to the total of all eligible charges.

The Proportional allocation of service credits parameter governs whether to proportionally allocate credits across all eligible service charges (including surcharges). This parameter is set to False by default, which means that credits apply to invoice line items First In First Out (FIFO), and not proportionately across all eligible service charges. The Proportional allocation of service credits parameter can be set by navigating to Configuration > Billing > Invoice Settings.

You can also assign multiple plans and services to a service credit and set an expiration date via the create_advanced_service_credit_m API.

Creating a Service Credit

Getting Here: Click Accounts > Search for and select an account > Payments & Credits > Service Credits > New

 Create New Service Credit Screen 6.49.png

  1. Enter the Credit Amount that you want to issue to the customer. Use the Service Outage Credit Calculator to calculate a credit amount based on when a service outage began and and ended. 
  2. Select the reason why you are issuing the credit to the customer from the Credit Reason drop-down.
  3. Click the calendar icon next to the Initial Credit Date field to select the first date to issue the first credit to the customer.

If you select Once for the Frequency field, this is the only date the credit is issued to the customer.

  1. Select one of the following options from the Expiration drop-down.

Note: This field displays only if you have selected a service credit that allows time-based restrictions.

  • Months (from initial credit date): A Maximum applicable months input field displays. Specify the number of months from the initial credit date after which the service credit automatically expires. For example, if a service credit has an initial credit date of 12/15/2015, and you input a value of 2 (months), the service credit automatically expires at the conclusion of the two-month period, and any unconsumed service credits are cancelled at 12AM on 2/15/2014. If 2/15/2016 is the account's billing anniversary date, the service credit is applied to the invoice line items and then expires.

Expiration Months 6.45.png

  • Specific Date: A Credit Expiration Date input field displays. Provide an exact date after which the service credit automatically expires (any unconsumed service credits are cancelled).

Expiration Specific Date.png

A message under Recent Comments on the Account Overview page displays upon expiration of the service credits, notifying you of the expired credit amount, credit ID, and date of expiration.

Aria automatically cancels any unconsumed service credits when an account reaches an expiration setting. Cancelled service credits display in the UI and API responses with a cancelled status. A nightly batch process automatically expires any unconsumed service credits on an account once their expiration dates pass.

  1. Select one of the following options from the Service Code options.
  • Standard: Selecting Standard will force the use of the default credit service code (code 0) on any credit line items attached to invoices on this account when this credit is consumed.
  • Alternative: When Alternative is selected, the Alternative Code drop-down displays. Select the alternative value from the drop-down.  
  • Same as the Charge Line Item: Selecting Same as the charge line item will force the credit line to use the same service code as in charge line for which the credit is applied to.
  1. Select one of the following options from the Frequency field.

Note: This field displays only if you have selected a service credit that allows time-based restrictions. 

  • Once: This option generates a single credit for the customer. This single credit remains in effect until it is fully consumed by future charges.

Frequence 6.45.png

  • Multiple: This option generates multiple credits for the customer. When selecting this option, you can specify the number of credits and a time interval between credits.

Frequence Multiple 6.45.png

  • Total Number of credits: Enter the number of times the credit is applied to the customer's invoices.
  • Apply Each Credit: Enter how often the credit will be applied to the customer's invoices. 
  1. Select the Application Scope.

 Note: This field displays only if you have selected a service credit that allows plan or service scope restrictions.

  • All Plan Instances & Services: Applies the credit to offset any charge applied against the account regardless of the origin or nature of the charge.
  • Specific Plan Instances and Services: Allows you to select a specific plan and and service code combination, and the resulting credit will only be permitted to offset charges generated by the system with that particular plan and service code.
  • Service Types: Allows selection of the eligible charge service type against which the credit would be applied

Service Types 6.45.png

  1. Enter comments in the CSR comments field.  
  2. Click Create Credit. A confirmation screen displays.
  3. Confirm your entry, then click Create Credit.

The service credit will be applied to the customer's future invoices.

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