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Aria Knowledge Central

Collection Groups Overview

Overview

You can create collection groups (also referred to as "collection account groups") to specify that financial transactions conducted with specific groups of accounts should be completed with a specific payment gateway or combination of payment gateways and merchant accounts.

If you created a collection group for a specific payment gateway, be sure to add all applicable accounts to that collection group during the account registration process or soon afterward. This ensures that collections for accounts in that collection group will be completed successfully.

Note: When you have multiple payment gateways and collection groups, if you do not add a specific account to a collection group, then Aria will complete transactions for that account using the payment gateway with the lowest processor ID number (assigned by Aria). You also cannot assign a customer to collection groups associated with different payment gateways that accept the same payment method.

Collection Group Scenarios

The table below summarizes different scenarios in which you would create collection groups and the steps needed to conduct financial transactions with customers in each scenario:

If…

First…

Then…

You will be using multiple payment gateways that accept the same forms of payment.

Create a collection group for each payment gateway. Include the merchant account information for each payment gateway.

Add accounts to the collection group for the applicable payment gateway.

You will be using different merchant accounts for the same payment gateway.

Create a collection group for each merchant account associated with the payment gateway.

Add accounts to the collection group for the applicable combination of payment gateway and merchant account.

You will be using a payment gateway that supports multiple currencies.

Create a collection group for each currency supported by the payment gateway. Include the merchant account information for each currency.

Add accounts to the collection group for the applicable combination of payment gateway and currency/merchant account.

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