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
Select the Billing Information tab.
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
Select OK to save your changes