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Home > User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Sales Actions > Manage Opportunities and Quotes > Select Billing Options

Select Billing Options

Overview

You can select billing options for opportunities or quotes from the Billing Options screen by following the steps below. You can navigate to the Billing Options screen by clicking Opportunities > select opportunity > Add/Modify Plans > Billing Options for opportunities or by clicking Opportunities > select opportunity > Quotes > select quote > Add/Modify Plans > Billing Options for quotes.

Selecting Billing Options

  1. Select a status from the Account Status drop-down.
  2. If the account has an alternate billing day, select the Alternate Billing Day field and select a value from the drop-down.
  3. Select one of the following options from the Begin When field. if applicable:
  • Anniversary Date: For a master plan, the new plan will be assigned the day after the current master plan's paid through date. For a supplemental plan, the new plan will be assigned on the customer's next anniversary date.
  • Begin Immediately: The new plan will be assigned immediately and you can specify how you want to perform proration. Proration will determine any charges or credits that should apply to the period between the plan assignment date and the customer's next anniversary date or paid through date.
  1. Select one of the following options from the Pro-Rate Changes field, if applicable:
  • Yes: Proration will be performed or not performed depending on your Aria implementation. If proration is performed, the customer will be charged or credited depending on the result of the proration.
  • No: The customer will not be charged or credited regardless of the result of the proration.
  • Full Pro-ration: The customer will be charged or credited depending on the result of the proration (applies to only master plans).
  • Charge Pro-ration only: If the proration results in a charge, the customer will be charged. If the proration results in a credit, the customer will not be credited (applies to only master plans).
  • Credit Pro-ration only: If the proration results in a credit, the customer will be credited. If the proration results in a charge, the customer will not be charged (applies to only master plans).
  1. Select one of the following options from the Pro-Rate Starts field, if applicable:
  • Offset Months: Select this option if you want to specify a particular number of months by which to extend the prorated period. Type in the number of months by which you want to extend the prorated period. Aria will extend the prorated period to the customer's next anniversary date plus your specified number of offset months.

Note: The number of offset months cannot make the prorated period longer than the new plan's billing interval.

  • Alternate Pro-ration Start Date: Select this option if you do not want the prorated period to start on the current date. Click in the box next to Alternate Pro-ration Start Date to select the date as of which you want to start the prorated period. 

Note: If you are creating an opportunity for an account that has not been saved to Aria, you can set the Account Status, Alternate Bill Day, and/or Alternate Start Date. When you save the account to Aria, the plan assignment will take effect immediately.

  1. Click Next to choose one time products.

Editing Billing Options

  1. Adjust the account status or billing day from the Account Status and Billing Day fields, if applicable.
  2. Click Save.
  3. Update any billing options from the Begin When, Pro-Rate Changes, or Pro-Rate Starts fields, if applicable.
  4. Click Next to make more changes, Review Summary and Checkout to complete the process, or Save as Draft to save.
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