If you’d like to add a customer to a roll-up account
- Select the Customer icon in the program’s toolbar
- Navigate to the desired customer and double-click to open the customer record
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Select the Billing Information tab.
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Under Billing Options select Allow Sales on account.
- Check the box that says Create account statements and summary invoices in a “rollup account”
- In the Rollup Account field, specify the desired rollup account.
- Enter any Terms, Alt Act No, and Default PO No. if desired
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Select OK to save your changes
