Client Management           Master Account Management                     Converting a Customer to a Master Account

Converting a Customer to a Master Account (continued)

4.  On the Setup Information tab of the Customer Setup form, there are three fields in the Master Account Information section; Is Master Account, Account Index, and Sub Account Invoices to Master A/R.

Is Master Account – Select this option.  A message will be displayed confirming you want to convert the Customer into a Master Account; click the Yes button to continue.

Account Index – 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 16293-1.  The next Subaccount created will be 16293-2 and so on.

Subaccount Invoices to Master A/R – 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.

3351                                                                      FRM2037

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