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Home > User Documentation > Account Management > Statements and Invoices > Statements Screen > Reserve the Next Statement Number

Reserve the Next Statement Number

Overview

You can reserve the next sequential statement number for use with systems outside of Aria from the Statements screen. If a statement number is reserved, it will not be used for any future statements generated within Aria.

Note: To enable the Reserve Next Statement Number link, speak with your Customer Support Representative.

Once a sequential statement number is reserved through this process, it cannot be released for reuse. If it is not used for an externally generated statement, there will be a gap in the statement numbering sequence.

You can reserve the next statement number by following the steps below.

Reserving a Next Statement Number

Getting Here: Click Accounts > search for an account > Statements & Invoices > Statements tab

  1. Click the Reserve Next Statement Number link.

Reserve Next Statement Number.png

A confirmation screen displays.

reserve next statement linkv2.png

  1. Click Yes.

When this action is completed, a comment is automatically written to the account stating the following:

Statement number XXXXX was reserved by <user name> on <date> at <time>.

  • XXXXX = The statement number that was generated.
  • <user name> = First and last name of the Aria user who reserved the statement number.
  • <date> = Date the statement number was reserved, in the date format identified for the client.
  • <time> = Time the statement number was reserved, in the time format identified for the client.

The next Aria-generated statement is one (1) greater than the most recently generated statement number.

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