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Home > User Documentation > Account Management > Create an Account > Account Overview Screen

Account Overview Screen

Overview

The Account Overview screen displays a maximum of three entries for recent items. Your access to features on the Account Overview screen varies depending on your user role in Aria. On the Account Overview screen, you have access to the fields and sections listed below.

Account Overview Screen Options

Getting Here: Click Accounts > select an account

Account Overview Information Fields

  1. User ID: This is the unique user identifier assigned to the Aria account. This is a required field that is either supplied by the client when the account is created or auto-generated by Aria. This value may represent a user ID used to access the client’s user self-service pages.
  2. Client Account ID: This is the client-assigned identifier for the account. This value is provided by the client and is an optional field.
  3. Account Number: This is the Aria-assigned identifier for the account. This identifier is returned when an account is created, and is used as a required field in many Aria APIs.
  4. Account Start Date: This date defaults to the account creation date, but can be updated via the create_acct_complete or update_acct_complete APIs.
  5. Account Created: This is the date the account was created in Aria. This is always the actual date the account was added to the system, regardless of the use of retroactive start date.
  6. Master Plan: Click to see the details of the customer's master plan or to change the customer's master plan.
  7. Notification Method: Click to change the method by which the customer receives statements.
  8. Form of Payment: Click to change the method by which you receive payments from the customer, change the customer's credit card expiration date, or remove the customer's form of payment.
  9. Password: Click to change the password that the customer uses to log into your User Self Service application.
  10. Taxpayer ID: Click to view or change the customer's tax exemption status and to enter the customer's taxpayer ID.
  11. Tax Exemption Level: Indicates whether the account is exempt from:
  • State/Province taxes
  • Federal/National taxes
  1. Account Owner: Click to change the account owner's contact information.
  2. Full Balance: Click to see the customer's financial transaction history.
  3. Current Balance Due: This is the sum of charges due. This could be less than the account balance, when only a portion of the balance is actually due. For example, an account with Net Terms 30 payment method could have unpaid charges of $100 billed on 9/1 and $200 billed on 10/1. Only the 9/1 charges are due ($100), even though the balance is $300. This field is controlled via a client parameter, so it does not appear for all users.
  4. Status: Click to see the customer's account status history or change the customer's status. Customers will be charged only when they are in a billable status. Customers who are in a non-billable status will not be charged.
  5. Master Bill Thru Date: This is the date the Master Plan is paid through; effectively the last day in the Master Plan billing cycle.
  6. Supplemental Plans: Click to see the details of the customer's supplemental plan or to assign, cancel, or replace the customer's supplemental plan.
  7. Surcharges: Click this field to assign a surcharge to the account.
  8. Days Past Due: This is the number of days the account is overdue.
  9. Promo Code: If a promo code is assigned to the account, the value appears here. If there is no promo code assigned to the account, you can click the link to assign a promo code.
  10. Billing Contact: Click to change the customer's billing contact information.

Account Overview Sections

  1. Recent Invoices: Click an invoice number to see the details of the invoice. Click Recent Invoices to see additional invoices generated for the customer.

If you want to know the source of a customer's charges, you can check the statement for the time period. You can then check the corresponding invoice to find out what charges and credits were applied to the account.

  1. Recent Payments: Click a payment number to see the details of the payment. Click Recent Payments to see additional payments processed for the customer.
  2. Recent Transactions: The Description column states what kind of transaction took place (Examples: invoice, payment). Click a transaction number to see the details of the transaction. Click Recent Transactions to see the customer's financial transaction history.
  3. Recent Statements: Click a statement number to see the transactions included in the statement. Click Recent Statements to see additional statements generated for the customer.

If you want to know the source of a customer's charges, you can check the statement for the time period in question to identify the invoice number associated with the statement. You can then check the corresponding invoice to find out what charges and credits were generated for the account.

  1. Recent Comments: Click Add a Comment to enter new comments about the customer. You will also have the option to email the comments to the customer's Account Owner email address.
  2. Recent Communications: Displays the most recent email messages sent to the customer by Aria. Click a Subject to see the contents of an email message. You will then have the option to resend the email message.
  3. Account Hierarchy Glance: Displays the parent or child account information for up to five parent or child accounts. Click a child Account No. to see the details of that account. If additional parent or child accounts exist, you can click Account Hierarchy Glance to view them.
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Last modified
13:28, 30 May 2017

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