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Home > Aria Crescendo Documentation > Account Management > Payments and Credits > Payments > Collection Groups > Manage Account Groups > Add a Customer to a Sequence Group

Add a Customer to a Sequence Group

This article applies to:Aria Crescendo

Overview

You can add a customer to a sequence group for which statement IDs will be sequentially numbered. The sequence groups are based on the functional account groups that you created in Aria. You can add a customer to a sequence group or a functional account group depending on your business needs by:

  • Using sequence groups to segregate statements generated in different languages
  • Specifying that the statement IDs for accounts within a sequence group be sequentially numbered. As a result, the statement IDs for different customers in that group could be numbered as follows: 30, 31, 32, etc.

Note: To sequentially number statement IDs for accounts within a sequence group, you must first go to Configuration > Billing > Invoice Settings > Statement Sequence Source and select Functional Group.

Adding a Customer to a Sequence Group

Getting Here: Click Accounts > search for an account > Account Overview > Sequence Group tab.

  1. Click Edit Fields.
  2. Select the desired Functional Group.

account_groups_sequence_2.jpg

  1. Click Save Changes.
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Last modified
12:55, 10 Oct 2016

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