How to bill subaccounts is different for every customer. This document will go over how to change billing the subaccount to billing the master. Document uses examples from SedonaOffice version 6.2.0.16.
Overview
The easiest way to tell if a master account is being billed for all the subaccounts is to click on Sub Account under Customer Information and look in the right bottom frame for the subaccount list.
There are 4 columns – if amounts are in the Master RMR/RAR then that subaccount is being billed in the master account. If the amounts are in the Sub RMR/RAR then the amounts are being billed at the subaccount level.
Steps:
- To move the RMR from the Subaccount to the Master Account – Click on the subaccount from the list – Click into the System Recurring and open the RMR.
2. Make sure the Receivable to Master is Checked and select the correct master account Bill To address using the button to the left of the address – Click Save once done.
3. If service tickets are also to be billed at the Master – then will need to right click on the site – Edit site – click on the Bill To Box – Select the Master Bill To Address
(this site is using the subaccount Bill To for service invoices)
4. To verify the changes, go back into the Master account - Click on the subaccounts and look at the list again to see if any were missed
