Account Groups
There are two types of account groups to which you can add a customer: Collections Account Groups and Functional Account Groups.
- Collections Account Group
A collections account group allows you to specify that financial transactions conducted with specific groups of accounts should be completed with a particular payment gateway or combination of payment gateway and merchant account. - Functional Account Group
A functional account group allows you to categorize your customers based on some common element such as geography, product, or channel.- Customer Support Representatives can have access to all accounts or only accounts within one or more functional account groups.
- You can use a custom numbering sequence for Credit Memos based on Functional Account Group membership; and likewise for statements.
Note: The Aria Customer Care Portal offers an updated, more refined Account Groups screen.
- Add an Account to a Collections Account Group
- The article explains how to add an account to a collections account group in Aria Systems. It details the steps to associate accounts or billing groups with a collections account group, which helps in processing payments through a specific payment gateway.
- Add an Account to a Functional Account Group
- The article explains how to add an account to a functional account group in Aria Systems. It details the steps to categorize customers based on common elements like geography, product, or channel, and how to change account groups to ensure customer support representatives have the necessary access.
- Add a Customer to a Sequence Group
- 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.
- API Calls for Working with Client Group IDs
- This article provides detailed instructions on how to use the <alt_client_acct_group_id> parameter in various API methods to specify payment processing through a specific collection account group. It also explains how to assign or remove customers from collection or functional account groups using the <client_acct_group_id> parameter.
- Collection Groups Overview
- This article explains how to create and manage collection groups in Aria Systems. It details the steps for setting up collection groups for different payment gateways, merchant accounts, and currencies to ensure successful financial transactions.
- Create Functional Account Groups
- This article provides a guide on creating functional account groups in Aria Systems, a feature that helps you categorize customers based on common elements like geography or product, improving organization and enabling sequential numbering of statement IDs for better tracking.