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.

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 willbe created according to the settings on the Customer Master Account.