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Home > Aria Crescendo Documentation > Product Catalog > Plans > Define Plan Services

Define Plan Services

This article applies to:Aria Crescendo

Overview

 A service refers to any billable or non-billable component of a plan or non-subscription offering. Service types include:

  • Activation
  • Recurring
  • Usage-based
  • Order-based
  • Cancelation
  • Minimum fee

There are generic services that are included by default in your Aria implementation. If you do not want these generic services to appear on your list of services, or when you create a plan, navigate to Configuration > Client Settings > Miscellaneous Settings > Show Generic Services and select False.

NoteYou should not adjust this setting from True to False if there are plans with generic services assigned.

Defining Plan Services

Getting Here: Click Products > Plans > New

Adding Existing Services to a Plan

To add existing services to a plan:

  1. Click the box next to any existing services that you wish to add to the plan.

  1. Click Add Selected Service(s).

Adding New Services to a Plan

To add new services to a plan:

  1. Click Add New Services.

Refer to the below screenshot and corresponding descriptions to complete the fields in this section.​

Service Type - Select the type of service that you are creating. Available options include:

  • Activation: Consists of an activation fee that a customer is charged only once, on the first invoice. If a customer is subscribed to multiple units of a plan, that customer will be charged the activation fee only once for the plan.
  • Recurring: A service that your customers are billed for regularly, in advance. A fee for a recurring service can be a flat fee or have a tiered pricing structure. If a recurring service has a tiered pricing structure, customers will be charged based on the number of units of the plan that they purchased. The recurring fee will be included on every invoice generated when recurring fees are due. Customers will be charged for recurring services included in a plan based on the recurring billing interval that you specified when you created the plan.
  • Recurring Arrears: Allows for billing in arrears for recurring charges. This service type selection is only invoiced at the end of the billing cycle and will be recognized in full either after invoicing or on the trigger date, if configured to do so. Any coupons or service credits applied will be considered during the invoice time. If coupons or service credits are applied after the purchase of the plans, these will be considered during the next anniversary invoice. If a plan with a “Recurring Arrears” service type is canceled, the charges will be prorated, up to the day of the cancelation. In this case, the anniversary invoice will display one line item for the full cycle charges and one line item for the credit for the mid-term cancelation.
  • Usage Based: Measured, variable units consumed by a customer. A usage-based service usually has a tiered pricing structure and needs to be associated with a usage type. Customers will be charged for usage-based services included in a plan based on the usage billing interval that you specified when you created the plan. Usage is always billed in arrears and is not included on the first invoice since customers typically do not accrue usage before subscribing to a plan. However, there is an Include Usage Charges on First Invoice parameter that you can set to have charges display on the first invoice. If you do not set this parameter, and you load usage records into Aria before the first invoice for a customer is generated, the customer will be billed for that usage on the second invoice.
  • Cancelation: A fee that you can charge your customers for canceling a plan within a particular number of months. You cannot cancel a master plan because every account must have a master plan. Instead, you can apply cancelation fees to a master plan if you change the account to an “unbillable” status before the plan’s minimum number of months is up. The account status change must happen on the anniversary date via a “pending” status, for example from active > cancel pending > canceled or from active > terminate pending > terminate. A “cancel pending” status means that the status will change to “cancel” on the next anniversary date. On the customer's next anniversary day, Aria will bill the customer for the cancelation fee and any additional charges.
  • Minimum Fee: Allows you to charge a customer a minimum amount per billing period, unless the customer's charges exceed the minimum fee. Customers are charged the minimum fee whenever they are billed for recurring or usage charges. The minimum fee will be charged for any plan to which a minimum fee is assigned.

Service Name: The name of the service your are creating. Be sure to name your services carefully, as these names may appear on your customers' statements.

Client Defined Identifier: A unique ID for reference within your organization. A Client Defined Identifier is an Aria-generated ID that may be updated to meet your needs.

Revenue Account GL Code: The General Ledger Code that should be associated with the service. The list of GL codes is based on the COA codes that you added in your chart of accounts. If you need to create a new revenue account GL code, click the New  hyperlink to create a chart of accounts code.

Commodity Code: The commodity code to be submitted to your Payment Gateway with every transaction associated with this plan, if applicable.

Product FieldsProduct fields allow you to capture additional information about your plans, services, non-subscription offerings, and usage types. If you wish to create product fields to associate with this service, click Add New.

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Last modified
09:42, 28 Jul 2016

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