Client Management Master Account Management
Master Accounts Overview
The structure of a Master Account contains an additional level called a Subaccount. Attached to each Master Account are one or more Subaccounts. Subaccounts are regular customers which have the Customer/Site structure and are linked to a Master Account.
On the Master Account record is an option which indicates whether invoices created for a Subaccount will go to the receivables for the Master Account or the Subaccount.
A Master Account structure does not contain Site or System records; the Master Account is designed to group several Customers together under one account and simplifies the account management for these individual customers.
Recurring Lines are set up at the Subaccount level and the recurring line may be flagged to invoice to the Master Account or directly to the Subaccount. A Subaccount may have multiple recurring lines; some may invoice to the Master Account and others may invoice directly to the Subaccount. Recurring is typically set up in this manner under two common conditions: 1) when your company is performing third-party billing for Dealers or 2) the Master Account is a property management company and the Subaccounts are tenants in an office building; certain services may bill to the property management company and other services may bill directly to the tenant.
Follow the links below for additional topics related to Master Accounts and Subaccounts.
Master Account/Subaccount Diagram
Setting Up RMR Rates for a Master Account
Increasing or Decreasing RMR Rates for a Master Account
Master Account/Subaccount Customer Explorer
Retrieving Master Account Records