Wragby Product VerseWbizManager

Set up customer posting groups

Give each kind of customer its own receivable account, so invoices, payments and credit notes post to the right account when your company uses posting groups.

For finance administratorsUpdated 4 Nov 2026

Before you start

In this article
  1. Steps
  2. What the group is used for
  3. If something goes wrong

A customer posting group decides which receivable account a customer's invoices post to. For example, you might keep local customers, export customers and staff on different receivable accounts.

Customer posting groups are only used when your company takes its accounts from posting groups. Not sure which your company uses? See how invoices get their accounts.

Steps

  1. Open Settings › Posting Settings › Customer Posting Groups

    In the menu on the left, select Settings, then Posting Settings, then Customer Posting Groups. The list shows each group's Posting Code, Description, Receivable Account, Service Charge Account, Interest Account and Status.

    1. Customer Posting Groups in the Posting Settings menu.
    2. New Customer Posting Group adds a group.
    3. Receivable Account. A dash means the group has no receivable account yet.
    4. The actions menu (···): edit, activate or deactivate, and delete a group.

  2. Fill in the new group

    Select New Customer Posting Group and fill in the panel on the right:

    • Posting Code: a short code in capitals, for example LOCAL, EXPORT or STAFF. Required. Use only capital letters, numbers, hyphens and underscores, up to 20 characters.
    • Description: optional, up to 100 characters.
    • Receivable Account: the account these customers' invoices are owed on. Required.
    • Service Charge Account and Interest Account: optional. WbizManager keeps them for later; nothing posts to them yet.
    • Active: leave it ticked so the group can be chosen.

    Select Create Posting Group. You'll see Customer posting group created successfully.

    1. Posting Code and Description.
    2. Receivable Account (required).
    3. Service Charge Account and Interest Account (optional), and Active.

  3. Give the group to your customers

    Open each customer in Sales › Customers, select Edit, and choose the group in Customer posting group. See add a customer. Customers left on Organisation default use the default group.

What the group is used for

DocumentUses the group's receivable account for
InvoiceThe debit for what the customer owes you.
Customer paymentThe credit that clears the invoice. It uses the account the invoice posted to.
Credit noteThe credit that reduces what the customer owes. It uses the invoice's account.
See what an invoice posts

The sales and VAT accounts come from the other posting groups, not from this one. See Set up posting groups.

If something goes wrong

MessageWhat to do
Code is requiredEnter a Posting Code.
Code must not exceed 20 charactersUse a shorter code.
Code can only contain uppercase letters, numbers, hyphens, and underscoresType the code in capitals, for example LOCAL.
Receivable account is requiredChoose a Receivable Account.
Cannot delete a posting group that is assigned to customersMove those customers to another group first, or deactivate the group instead.
… has no Receivable account yet (on a customer)Edit the customer's group and choose its Receivable Account.