Client Management Master Account Management Creating a New Master Account
Creating a New Master Account (continued)
5. A message will be displayed indicating the customer is being converted into a Master Account. This message is displayed very briefly on new Master Accounts.
6. The Master Account Customer Explorer will be displayed. The User may begin entering additional Subaccounts for the Master Account. This process is described under the heading of Adding New Subaccounts.
The final optional but recommended step is to set up default rates to be used when creating new Recurring Lines for a Subaccount. Follow the link for Setting up Master Account RMR Rates.