Client Management           Master Account Management                     Creating a New Master Account

Creating a New Master Account (continued)

The Master Account Customer Explorer record will be displayed.  The next step is to select a couple of options on the Master Account Customer setup.

7.  On the customer tree, click on the Customer Information menu option, right-click and select the Edit Customer Setup option.

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8.  The Customer Setup Information form will be displayed.  When finished with the two fields below, click on the Save button located at the lower right of the form.

·In the Account Index field enter the beginning index number for the first Subaccount.  When a new Subaccount is created, the customer number that will automatically be assigned will start with the Master Account Number, then a hyphen followed by the index number.  In the sample below, if the Account Index is set to 1, the first Subaccount Number will be set to 1225-1.  The next Subaccount created will be 1225-2 and so on.

·In the Sub Account Invoices to Master A/R field, you will check the box if all invoices created under a Subaccount will bill to the Master Account's A/R or if you un-check this box, any invoices created under a Subaccount will remain on the A/R of that Subaccount.

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