You can select billing options for opportunities or quotes from the Billing Options form by following the steps below.
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Select Billing Options
Select Billing Options
Table of contents
Overview
Selecting Billing Options
Getting Here: Select an opportunity or quote > click Add/Modify Plans > Billing Options
- Select one of the following statuses from the Account Status drop-down:
- Active
- Active Non-Billable
- Active Pending
- Active Trial
- Active Unregistered
- Inactive
- Installation Pending
- Permanent
- Registered Pending Activation
- Terminated
- Terminate Pending
- If the account has an alternate billing start date, select the Alternate Billing Start Date toggle and select the field to choose a start date.
Note: The Alternate Billing Start Date field does not display if Active is chosen from the Account Status drop down.
- If the account has an alternate billing day, select the Alternate Billing Day toggle and select a day value from the drop-down.
Note: The default billing option setting is None (No alternate start date or bill day) .
Editing Billing Options
Billing options can only be updated after a plan has been uploaded to Aria. To edit the billing options on a plan, follow the steps below.
- Create a new opportunity.
Note: Instead of creating a new opportunity manually, you can click the Add/Modify Plans button on the original opportunity. This creates a duplicate of the opportunity, which is immediately available on the Opportunities tab.
- Click the Add/Modify Plans button on the newly created (or duplicated) opportunity.
Inputted information on the previously created opportunity displays by default.
- Fill in the plan's billing address in the Addresses form.
- Update any applicable plan information (units, supplemental plan information...etc.) in the All Plans form.
- Expand the Plan Billing Options form and make all applicable changes.
- Click Commit or Save as Draft.
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