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.
- 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.
- 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.