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Create an Account with a Retroactive Start Date and an Alternate Bill Day

Overview

 You can create an account with a retroactive start date if you want to test different invoicing scenarios or you have customers who signed up offline and you are now adding that account online. In addition, you can create an account with an alternate bill day if you have a customer who wants to be billed on a particular day of the month (different from the account creation date) for financial reasons. You may also want to prorate the charges to bill the customer for only the days on which the assigned plan was active.

Depending on your business needs (examples: cost savings or bookkeeping requirements) or your customer's billing preferences, you may choose to:

Scenario A -  Combine Multiple Invoices:

  • On 30 November 2018, you create an account that was active as of 5 October 2018 with a subscription to a monthly plan.
  • The customer wants to be billed on the 15th of every month.
  • In addition, you want to prorate the charges for 5 October 2018 to 14 November 2018.

On 1 invoice, Aria will bill the customer for:

  • prorated charges covering the period from 5 October 2018 (retroactive start date) to 14 October 2018;
  • a full month's charges covering the period from 15 October 2018 to 14 November 2018; and
  • a full month's charges covering the period from 15 November 2018 to 14 December 2018.

After that, the customer will be billed on the 15th of every month for charges covering a period from the 15th to the 14th (because the customer wants to be billed on the 15th).

Scenario B - Separate Invoices:

  • On 30 November 2018, you create an account that was active as of 5 October 2018 with a subscription to a monthly plan.
  • The customer wants to be billed on the 15th of every month.
  • In addition, you want to prorate the charges for 5 October 2018 to 14 October 2018.

Aria will:

  • immediately bill the customer for invoice 1: prorated charges covering the period from 5 October 2018 (retroactive start date) to 14 October 2018;
  • then bill the customer on 1 December 2018 for:
    • invoice 2: charges covering the period from 15 October 2018 to 14 November 2018; and
    • invoice 3: charges covering the period from 15 November 2018 to 14 December 2018.

After that, the customer will be billed on the 15th of every month for charges covering a period from the 15th to the 14th (because the customer wants to be billed on the 15th).

To implement the 2 scenarios described above, configure your client setting and pass values into the create_acct_complete_m API as shown in the sample call below.

Scenario A - Combine Multiple Invoices

Client Setting

In the Aria application, to have multiple invoices combined into 1 invoice and bill the customer once when you use a retroactive start date:

  1. Click Configuration > Billing > Invoice Settings.
  2. Click Combine Invoices.
  3. Select True.
  4. Click Save.

Sample Call

  1. Call the create_acct_complete_m API using the fields in the basic registration use case.
  2. Pass values into the additional fields identified below:

clipboard_e80b8766e3d579ae7137999a63853ed31.png

Sample Response

You can use the <acct_no> returned by the API to search for the customer in the Aria application and confirm that the account was created correctly as described in the use case above.

clipboard_e40288893b5e87ae59d4d09aea514eb0b.png

clipboard_e70304b7d73613829eddb343dab7fb2a7.png

clipboard_e41364f80fff987bf2159a9225d1c6957.png

clipboard_e8f36bc3059e3953d5524a50f27073f67.png

Scenario B - Separate Invoices

Client Setting

In the Aria application, to have a customer billed multiple times using separate invoices when you use a retroactive start date:

  1. Click Configuration > Billing > Invoice Settings.
  2. Click Combine Invoices.
  3. Select False.
  4. Click Save.

Sample Call

clipboard_e80b8766e3d579ae7137999a63853ed31.png

Sample Response

You can use the <acct_no> returned by the API to search for the customer in the Aria application and confirm that the account was created correctly as described in the use case above.

clipboard_e80d3e9eed3bd6e5d2bee598531b740e0.png

clipboard_ea789b463e52ae6414e979d190f031517.png

Note: On 1 December 2018, Aria will bill the customer separately for:

  • a 2nd invoice covering the period from 15 October 2018 to 14 November 2018; and
  • a 3rd invoice covering the period from 15 November 2018 to 14 December 2018.
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