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Master Customer Features

Master Customer Features

Angela Amico avatar
Written by Angela Amico
Updated over 2 weeks ago

Master Customer – Billing, Alternate Products and or Contract Pricing

The Business Edge offers a feature that allows you to establish a Master Customer. This functionality is valuable in order to manage multiple related customer accounts, as it allows you to consolidate billing, alternate products or contract pricing under a single Master Customer.

This feature not only simplifies the management of billing and statement preparation but also allows for the maintenance of separate customer accounts. All Accounts Receivable Invoices will be reflected in the Master Customer and all Sales History will be in the individual Accounts.

This feature is simple to use. The Billing Customer Account is assigned to the Shipping Accounts as the Master Customer for Billing/Statements and Credit Check. All invoices will be sent to the Master Customer and will be reflected in that Customer’s Accounts Receivable. All Sales Orders and History will be linked to the subsidiary customer.

If you would like to use this new feature you may want to start on the first of a month so there is a clean cutoff on your billing to different accounts.

In order to utilize this helpful feature, follow the instructions below:

All Customer Accounts must be setup in Enter & Edit Customers. In Enter & Edit Customers you will assign the Customer Account you want to be billed in the Shipping Accounts. The default setting is they are set to bill to their own account.

This can be done in Enter & Edit Customers, Financial Settings, Master Customer.

The options for Master Customer are Contract Pricing, Customer Part Numbers and Billing & Credit Check

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