Customer Consolidation for Statements and Customer Receipts

You can now group Customer Master Records together for the purpose of creating a combined statement or receiving a single payment for multiple A/R accounts. 

To set up the customer groupings, open the Customer Master record of the main billing account of the customer group and click on the “Statement Consolidation” tab.

1. Click to "uncheck the Master Statement box, then click to check it again to set this customer as the "Master Billing Account" for the group.  This will result in only 1 customer statement being created that combines A/R information from all customer records in the group.  Additionally, you will be able to receive a single payment against invoices from any of the accounts included in the group.

2. Click "Add Sub-Account" to bring up the customer List pop-up.  Search for and select the customer record you would like added to the Consolidation Group.  You will need to add each Sub-Account individually.

3. You have the option to "Group for Customer Receipt Document Only".  This would allow you to receive a single payment against invoices from any of the accounts included in the group, but will still create individual Customer Statements for each customer in the group.

When you have finished setting up your Customer Group, click Save, Save and Close, or Save and New.

NOTE:  Once you save a consolidated customer group, there is no option to "unconsolidate" any customers in the group.

Once you have set up your Customer Group, you can receive payments for the group.  Go to Customer > New > Customer Receipt to record a payment against the combined A/R balances of the Customer Group.

Customer Statements will be created according to the settings on the Customer Master Account.