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Assign or Remove a Billing Group's Threshold

Overview

You assign thresholds to accounts' billing group so those customers can be invoiced when their unbilled orders reach a total greater than or equal to a specified threshold amount. Based on your business needs, you may choose to remove a previously-assigned threshold then assign a different one, if necessary. This topic explains how to use the Billing Groups screen to assign or remove a threshold associated with a specific billing group. You may also choose to assign or remove thresholds for multiple billing groups associated with an account, from one location, as explained here.

Please see the Threshold Billing topic for additional background information, best practices, and use cases.

Prerequisites

Before you can view, assign, or remove thresholds associated with an account's billing groups, you will need access to those features. Your Aria Administrator can provide access by completing this prerequisite: Provide Access to Accounts' Threshold Billing Rules in the Aria application.

Instructions

Assign a Threshold

 

Note:

  • Currently, you can assign only 1 threshold to each billing group. However, for each account, you can assign the same threshold to different billing groups or assign a different threshold to each billing group.
  • Before you can assign a different threshold to a billing group, you must first remove the currently-assigned threshold.

 

Getting Here: Click Accounts > select an account > Plans > Billing Groups > create or edit a billing group

  1. If no threshold is currently assigned to the billing group, click Assign.

    clipboard_e5318c91fb2e5881dd8c9cfb3e8ad7985.png


    The thresholds available for the account's currency will be displayed. If no threshold is available for the account's currency, you can Create/Edit a Threshold Billing Rule for that currency.
     
  2. Select the threshold that you want to assign to the billing group.
  3. Click Assign.

    clipboard_e990a1a7834b419d90114b0a5ace8eaab.png

    The assigned threshold will be displayed on the Billing Groups screen.

Remove a Threshold

Getting Here: Click Accounts > select an account > Plans > Billing Groups > create or edit a billing group

  1. Click Remove ( clipboard_e6e8ca65a2c99862f7a10383df77d6176.png ) next to the billing group whose threshold you want to remove.

    clipboard_ee85f0e3fccd3c76af7c1950ed2a5b4f9.png

 

  1. Click OK in the confirmation message that appears.

    The removed threshold will no longer be displayed on the Billing Groups screen.
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