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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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