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

Assumptions

The process described in the net terms payment flow for paid plans deals with:

• Creating an independent account, not a parent-child account.
• Assigning a master plan and optional supplemental plans to an account.
• Creating an account with no orders or coupons.
• Making the billing date the same as the account creation date.

Precondition

Use Aria6 to create paid plans. For each paid plan, you must specify the status that an account should have when a customer registers for the plan.

Postconditions

At the end of the account registration process described in the net terms payment flow for paid plans when the billing date is the account creation date, the following results are achieved:

• A new account exists.
• The customer receives a statement.

Process Flow Diagram

The diagram below illustrates the recommended process for performing account registration for paid plans when the net terms payment method is used and the billing is on the account creation date:

* The grey box indicates a function automatically performed by Aria based on the information specified in the create_acct_complete call.

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

Follow the steps listed below to perform account registration for paid plans when the net terms payment method is used and the billing date is the account creation date:

1. Use the create_acct_complete call to create an account.

1. Set the client_no field to your Aria-assigned ID number.
2. Set the auth_key field to your Aria-assigned authorization key.
3. Leave the status_cd field blank. The account status is automatically set based on the status specified in the plan that the customer selected.
4. Set the do_full_invoicing field to true. This allows Aria to generate an invoice and send a statement to the customer.
5. Set the pay_method field to the applicable net terms payment value based on what the customer selected. Refer to the pay_method allowable values in the create_acct_complete.
6. Set the master_plan_no field to the number assigned to the master plan that the customer selected.
7. Set the supp_plans field to the array of supplemental plan numbers assigned to any supplemental plans that the customer selected.
8. Set the userid field to the user ID that the customer entered.
9. Set the password field to the password that the customer entered.
10. Set additional fields based on your company’s requirements.

• The account is created and an account number is returned.
• The account status is set to the status specified in the master plan.

2. Aria sends the statement to the customer.