Service profile

Groups

To help sort customers when the batch is set up, it is useful to place customers into different groups. E.g. Place customers in group 25 if their debit date is on the 25th of the month.

Navigate to Services > Debit Orders > Service profile > Groups.

The most common groups used are:

• Processing date
• Service type
• Product Type
• Frequency – weekly, monthly, annually
• Division/region – KZN, Gauteng, etc

Creating groups

Click on the Add account group button.
Insert the name of your group and submit.
Your group will now appear in the Group list.

Once your group(s) have been created, you can assign customers to specific groups. This can be done on the master file under the Groups section. Click Edit and select the relevant group for the Customer.

Alternatively, grouping can be managed by clicking on Manage Account Groups. Select the required group in the first drop-down menu, and in the second drop-down menu, select Unallocated Accounts. Use the arrow buttons to move the relevant customers into the selected group, and then click Apply Changes to save.

Account grouping

• Groups: you can add employees in groups according to your payment needs, such as specific payment dates,
• Edit: You can edit the group or the employees in the group
• Change History: Click on the View change history tab to view changes to the grouping for this employee (added, removed, or amended)
• Delete: delete a group, if any customers are linked to the group that is being deleted, you will be notified to link them to a new group.