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Home > Aria Crescendo Documentation > Account Management > Statements and Invoices > Determining Which Master Plan Instances Invoice Together

Determining Which Master Plan Instances Invoice Together

This article applies to:Aria Crescendo

Overview

To understand Aria's billing structure, it is important to know how a statement and an invoice are defined in Aria and how to determine which master plan instances will be invoiced together.

Statement

In Aria, a statement is defined as all financial activity related to a single billing group and the corresponding master plan instance(s), given those master plan instances have the same billing anniversary (i.e. all the plans that are due on a billing date).

Invoice

In Aria, an invoice is a roll-up of all invoice line items related to a single billing group and the corresponding master plan instance(s), given those master plan instances have the same billing anniversary (i.e. all the plans that are due on a billing date).

Which Master Plan Instances Will Be Invoiced Together

Multiple master plan instances can be assigned to a single billing group. Whether these master plan instances have the same or different billing dates impacts how they are invoiced.

Master Plan Instances with Same Billing Date

If the billing date is the same for each master plan instance (as shown below), an invoice for both master plan instances displays on a single statement.
 

 

Master Plan Instance with Different Billing Dates

If the billing date is different on each master plan instance assigned to a billing group (as shown below), then a separate invoice is generated for each master plan instance, and that invoice displays on its own statement.

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Last modified
11:59, 29 Feb 2016

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