You can adjust billing dates if a customer requested different billing dates or you need to change a customer’s billing dates for other reasons. The billing dates can be adjusted forwards or backwards.
Home > Aria6 User Documentation > Account Management > Change an Account’s Billing Dates
Change an Account’s Billing Dates
Change an Account’s Billing Dates
Table of contents
Overview
Changing an Account's Billing Dates
Getting Here: Click Accounts > search for an account > Account Overview > Account Billing Dates tab
- Review the customer's current billing dates:
- Next Scheduled Billing Date: The next instance of the customer's anniversary day. This is the day each month that falls on the same day as a customer's billing date. This day occurs every month even if the customer is not subscribed to a monthly plan. The anniversary day is determined at account registration time.
For example, if a customer registers for an account and subscribes to an annual master plan on 1/15/15, that customer's anniversary day will be on the 15th of every month going forward (2/15/15, 3/15/15, 4/15/15, etc.)
- Current Paid Thru Date: End date of the billing period for which the customer's plans have been invoiced.
For example, if a customer began a subscription for a monthly plan on 1/25/15, then on 1/25/15, Aria generates an invoice for the billing period covering 1/25/15 to 2/24/15. That customer's paid through date is 2/24/15.
- Current Anniversary Day: Day of the month that falls on the same day as a customer's billing date. This day occurs every month even if the customer is not subscribed to a monthly plan. The anniversary day is determined at account registration time.
For example, if a customer registers for an account and subscribes to an annual master plan on 1/15/15, that customer's anniversary day will be on the 15th of every month going forward (2/15/15, 3/15/15, 4/15/15, etc.)
- Click Adjust Account Billing Dates.
- From the Date Adjustment drop-down, select one of the following:
- Move Forward - Allows you to specify the number of days to move the billing date forward.
- Move Backwards - Allows you to specify the number of days to move the billing date backward.
- Set Date - Allows you to specify a date for the new billing date.
Note: Be sure to verify that a customer has not already been billed for a time frame in which the old and the new billing period would overlap. If you adjust the billing dates backward, even if charges have already been collected for the current billing period, Aria generates a new invoice for the full billing period starting from the new back-dated billing date. This may cause the customer to be charged twice for the same time period.
For example, if a customer is on a monthly plan and that customer's current paid through date is 7/31/15 and on 7/27/15 you adjust the billing dates backward by 20 days, Aria will generate an invoice for the period covering 7/7/15 to 8/6/15. This will result in the customer being charged twice for the period covering 7/7/15 to 7/31/15.
If you adjust the billing dates forward, a customer will not be billed for dates that fall in between the current and new billing intervals. For example, if you have a customer who is on a monthly plan and whose billing dates are currently on the 1st of every month and that customer's paid through date is 7/31/15. Then on 7/30/15, you adjust the billing dates forward by 4 days, making the new billing dates the 5th of every month. The customer will not be billed for the period covering 8/1/15 to 8/4/15. Aria will generate the next invoice for the customer on 8/5/15.
- From the Adjustment Days drop-down, select the number of days by which you want to adjust the billing date. If you have specified Set Date, this field displays as Adjustment Date and allows you to select a new billing date from a drop-down calendar.
- In the CSR Comments field, enter any applicable comments about the billing date adjustment.
- Click Adjust Dates.
- Review your changes to the billing dates.
- If you need to make any modifications, click Changes Entries.
- To save your changes, click Adjust Dates.
The customer will be billed on the applicable dates, based on the change that you specified.
- © Copyright 2023 Aria Developer Central