Getting Here: Click Accounts > search for an account > Account Overview > Sequence Group tab.
- Click Edit Fields.
- Select the desired Functional Group.
Add a Customer to a Sequence Group
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.
- See the Rebill an Invoice article for information about how to leverage this feature for rebills.
Adding a Customer to a Sequence Group
- Click Save Changes.
Note: Statement Sequence ID's are not generated in the following cases:
- An Invoice with no charges or credits
- A zero dollar Invoice that is not included on a Statement
- Credit Memos