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Registering an Account

Overview

Before implementing the account registration process, identify the following information:

  • The master plan(s) you are offering.
  • The supplemental plan(s) you are offering.
  • Acceptable payment methods (Examples: credit card, ACH, or net terms).
  • The coupons you are offering.
  • Your account billing date (account creation date or a different date).
  • The layout and contents of your statements.

Preconditions

Complete the following tasks before registering an account:

Postconditions

At the end of the account registration process, the following results are achieved:

  • In the credit card, net terms, and electronic check payment flows:
    • If your event notifications are enabled in Aria6, then the applicable notifications are transmitted.
      For example, you receive a notification stating that an account was created. You can then complete the applicable actions required by your company for new accounts.
    • A new account exists.
  • In the net terms payment flows: A statement is sent to the customer.
  • In the credit card or electronic check (ACH) payment flows:
    • If the credit card authorization succeeds
      -or-
    • The bank routing number is validated and the payment method is set to ACH:
      • Any generated pending invoice is approved.
      • A payment is collected from the customer.
      • A statement is sent to the customer.
  • In the credit card and electronic check payment flows:
    • If the payment collection process fails:
      • The account goes into dunning. The dunning process does not begin if the payment collection failed due to reasons beyond the customer’s control such as a server error or a payment processor error.
      • Any generated pending invoice is deleted after three days based on the default setting in your Aria implementation unless the customer returns to your site and provides a valid form of payment before the 3 days elapse.
Topics

Best Practices: Registering an Account

Whitelist your IP Addresses

Locate Your Client Number and Authorization Key

Create a Direct Post Configuration Set

Set-up Statements for Delivery to Customers

Trial Plan with Rollover to a Paid Plan

Sample Account Registration Pages and Required Calls

Topic Use Cases

The following table contains links to different use cases for account registration. The use cases are also listed directly below the table so you can view their titles.

Payment Type

Bill Date

Paid Plan

ACH
Credit Card
Net Terms

 Account Creation Date

Trial Plan to Paid Plan

ACH
Credit Card
Net Terms

Regular Invoice

ACH
Credit Card
Net Terms

 Future Date

Prorated Invoice

ACH
Credit Card
Net Terms
 

Register an Account using an Electronic Check for a Paid Plan with Billing Date in the Future and without a Prorated Invoice

Register an Account using an Electronic Check for a Paid Plan with Billing Date in the Future and with a Prorated Invoice

Register an Account using an Electronic Check for a Paid Plan with Billing Date on Account Creation Date

Register an Account using an Electronic Check for a Trial Plan with Rollover to a Paid Plan

Register an Account using a Credit Card for a Paid Plan with Billing Date in the Future and without a Prorated Invoice

Register an Account using a Credit Card for a Paid Plan with Billing Date in the Future and with a Prorated Invoice

Register an Account using a Credit Card for a Paid Plan with Billing Date on Account Creation Date

Register an Account using a Credit Card for a Trial Plan with Rollover to a Paid Plan

Register an Account using Net Terms for a Paid Plan with Billing Date in the Future with a Regular or Prorated Invoice

Register an Account using Net Terms for a Paid Plan with Billing Date on Account Creation Date

Register an Account using Net Terms for a Trial Plan with Rollover to a Paid Plan

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