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Home > Aria Crescendo Documentation > Account Registration Best Practices

Account Registration Best Practices

This article applies to:Aria Crescendo

Overview

In the account registration (also referred to as "registration") process, a customer visits your account registration website and signs up for one or more master plans and any chosen supplemental plans using a payment type (electronic or net terms) accepted by your company. You can create accounts for your customers using the create_acct_complete_m API. This API allows you to assign multiple payment methods, billing groups, and dunning groups to an account.

The structure of the create_acct_complete_m API is described in this walkthrough

Notes:

Best Practices

Before implementing the account registration process, it is recommended that you identify these key pieces of information for your company:

Preconditions

In order to implement the account registration use cases listed below, you must first complete these steps:

  1. Whitelist your IP addresses.
  2. Obtain your client number and authorization key.
  3. Allow statements to be sent to your customers: In the Aria application (under Configuration > Billing > Invoice Settings), set the Suppress Regular Statements parameter to Send.

    If the Suppress Regular Statements parameter is set to Suppress, the statements will not be sent.

Note: You can also specify, at the currency level, whether to send or suppress statements.

Use Cases

Click on any of the links below to see instructions for implementing basic and complex registration uses cases involving a variety of scenarios such as different plan selections or billing options:

  1. Basic Registration Use Case
  2. Create an Account with 2 Master Plans Billed Separately
  3. Create an Account with a Retroactive Start Date and an Alternate Bill Day
  4. Create an Account with a Future Plan Activation Date

 


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