1. Home
  2. Customers
  3. Adding a Customer to Rollup Account

Adding a Customer to Rollup Account

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

Updated on August 4, 2017

Was this article helpful?

Related Articles

Add A Comment