Rollup accounts allow organizations to consolidate invoices and statements for multiple customer accounts under a single parent (or “rollup”) account. This is useful for customers with multiple locations, departments, or sub-accounts that require centralized billing.
This article explains how to assign a customer to an existing rollup account and configure their billing options.
Steps to Add a Customer to a Rollup Account:
- Go to Home > Customers
- 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:
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Select Allow Sales on account.
- Check the box that says Create account statements and summary invoices in a “rollup account”
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- In the Rollup Account field, specify the desired rollup account.
- Enter any Terms, Alt Act No, and Default PO No. if desired
- Enter any Terms, Alt Act No, and Default PO No. if desired
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Select OK to save your changes
Now, when you run an account statement for this Roll-Up account, it will show all customers who have been added to this account consolidated under this account.