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Create a Service

Table of contents
  1. Overview
  2. Creating a Service

Overview

A service refers to any billable or non-billable component of a plan or non-subscription offering. Service types include:

  • Activation
  • Recurring
  • Recurring Arrears
  • Usage Based
  • Order Based
  • Cancellation
  • Minimum Fee

There are generic services that are included by default in your Aria implementation. If you do not want these generic services to appear on your list of services, or when you create a plan, navigate to Configuration > Client Settings > Miscellaneous Settings > Show Generic Services and select False.

Note: You should not adjust this setting from True to False if there are plans with generic services assigned.

Creating a Service

Getting Here: Click Products > Services

  1. Click New.

new services2v2.png

The Create New Service screen displays.

  1. Select one of the following service types from the Service Type dropdown:
  • Activation: Consists of an activation fee that a customer is charged only once, on the first invoice. If a customer is subscribed to multiple units of a plan, that customer will be charged the activation fee only once for the plan.
  • Recurring: A service that your customers are billed for regularly, in advance. A fee for a recurring service can be a flat fee or have a tiered pricing structure. If a recurring service has a tiered pricing structure, customers will be charged based on the number of units of the plan that they purchased. The recurring fee will be included on every invoice generated when recurring fees are due. Customers will be charged for recurring services included in a plan based on the recurring billing interval that you specified when you created the plan.
  • Recurring Arrears: Allows for billing in arrears for recurring charges. This service type selection is only invoiced at the end of the billing cycle and will be recognized in full either after invoicing or on the trigger date, if configured to do so. Any coupons or service credits applied will be considered during the invoice time. If coupons or service credits are applied after the purchase of the plans, these will be considered during the next anniversary invoice. If a plan with a “Recurring Arrears” service type is canceled, the charges will be prorated, up to the day of the cancelation. In this case, the anniversary invoice will display one line item for the full cycle charges and one line item for the credit for the mid-term cancelation.
  • Usage-Based: ​Measured, variable units consumed by a customer. A usage-based service usually has a tiered pricing structure and needs to be associated with a usage type. Customers will be charged for usage-based services included in a plan based on the usage billing interval that you specified when you created the plan. Usage is always billed in arrears and is not included on the first invoice since customers typically do not accrue usage before subscribing to a plan. However, there is an Include Usage Charges on First Invoice parameter that you can set to have charges display on the first invoice. If you do not set this parameter, and you load usage records into Aria before the first invoice for a customer is generated, the customer will be billed for that usage on the second invoice.
  • Order-Based: An item that is always included in a non-subscription offering that your customers can purchase in a one-time order. It cannot be included in a plan.
  • Cancelation: A fee that you can charge your customers for canceling a plan within a particular number of months. You cannot cancel a master plan because every account must have one, and only one, master plan. Instead, you can apply cancelation fees to a master plan if you change the account to an “unbillable” status before the plan’s minimum number of months is up. The account status change must happen on the anniversary date via a “pending” status, for example from active > cancel pending > canceled or from active > terminate pending > terminate. A “cancel pending” status means that the status will change to “cancel” on the next anniversary date. On the customer's next anniversary day, Aria will bill the customer for the cancelation fee and any additional charges.

You can charge a cancelation fee on a supplemental plan by canceling the supplemental plan immediately or on the plan’s anniversary date, before the contract’s end date. Supplemental plans can be canceled through the UI or via the cancel_supp_plan API.

  • Minimum Fee: Allows you to charge a customer a minimum amount per billing period, unless the customer's charges exceed the minimum fee. Customers are charged the minimum fee whenever they are billed for recurring or usage charges. The minimum fee will be charged for any plan to which a minimum fee is assigned.
  1. Enter a meaningful, descriptive name in the Service Name field.

Note: Be sure to name your services carefully, as these names may appear on your customers' statements.

  1. Enter an identifier in the Client Defined Identifier field.

A Client Defined Identifier auto-generates based on the inputted Service Name.

  1. Select Yes or No from the Is Taxable drop-down to specify whether the service is taxable.

Note: The Taxable field displays only if taxes are configured in your Aria implementation.

  1. If you specified that the service is taxable, select the applicable tax group to which the service belongs from the Tax Group drop-down.
  2. Select the usage type that applies to the service from the Usage Type drop-down (only applicable for usage-based services).
  3. Select the GL Code that should be associated with the service from the Revenue Account GL Code drop-down.

The list of GL codes is based on the COA codes that you added in your chart of accounts. If you need to create a new revenue account GL code, click the New hyperlink to create a chart of accounts code.

Note: If your organization purchased SmartRec Revenue Recognition, additional options for selecting Accounts Receivable and Deferred GL codes will display. 

  1. Enter a commodity code to be submitted to your Payment Gateway with every transaction associated with this plan in the Commodity Code field, if applicable.
  2. Enter any additional information that you want to associate with the service in the Product Fields section, if applicable.
  3. Click Save.

new servicev2.png

You can now include non-order based services in a plan or include an order-based service in a non-subscription offering.

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