Credit Memos can be configured to follow a custom numbering sequence.
Back End Configuration
Aria Customer Support must create an entry in a client sequence table. In that table, they will specify:
- a custom string that can be prepended to the beginning, or appended to the end, of the credit memo number; and
- the number that will start the sequence (e.g. rather than starting from the number "1," the sequence could begin with "1000").
UI Configuration
There are three parameters you can configure within the Aria UI.
Credit Memo Sequence Append Option
Getting Here: Click Configuration > Billing > Invoice Settings > Credit Memo Sequence Append Option
- Prefix: Attach the string before the system-generated credit memo number (default).
- Suffix: Attach the string after the system-generated credit memo number.
Credit Memo Sequence Length
Getting Here: Click Configuration > Billing > Invoice Settings > Credit Memo Sequence Length
Specify the number of digits that will represent the sequence number displayed on Credit Memo notifications. Sequence numbers represented by fewer digits than this number will be zero-padded.
Credit Memo Sequence Number Source
Getting Here: Click Configuration > Billing > Invoice Settings > Credit Memo Sequence Number Source
- Client: Uses your client-defined Credit Memo Sequence Append Option, and a sequence unique to your Aria instance.
- System: Uses the system-wide sequence with the next available number.
- Functional Group: Generates the credit memo sequence using a prefix defined at the Functional Account Group level, ignoring the Credit Memo Sequence Append Option client parameter that typically determines prefix or suffix placement at the Client level, and always applies the append string as a prefix. It uses the same Sequence Group for both invoice and credit memo sequences on an account, falling back to the Default source if not specified, while still respecting the Credit Memo Sequence Length parameter for padding length.
- Statement Sequence Source: Generates the sequence by mirroring the invoice statement’s sequence source, applicable to both invoice-based and on-account credit memos, using a format like "<country code>-<padded stmt sequence>". For invoice-based credit memos, the country code comes from the associated billing group’s statement or billing contact, while for on-account credit memos, it defaults to the account contact’s country code if no specific billing group is identified, falling back from BILLING_GROUP to DEFAULT if needed, and leaves the "client_appended_cm_seq_id" empty.
