Closing Master or Feeder Accounts

Master/Feeder relationships are used to consolidate recurring charges from multiple individual accounts onto a single invoice. On the 'master' invoice, individual accounts are typically identified by their name or address.

Understanding Master/Feeder Account Closure

• Closing a Master Account: When you close a master account, the software automatically closes all associated feeder accounts as well.
• Closing Feeder Accounts Individually (or retaining them): If you close a master account but do not want to close all its feeder accounts, you'll need to remove their relationship to the master account first.

Step-by-Step Instructions

Option A: Close a Master Account and ALL Feeder Accounts

1. Navigate to the master account.
   
2. Locate the "Closed" field and insert a date.
3. A prompt will appear asking if you wish to close the account (and all feeders). Click "YES" to proceed with closing all accounts.

Option B: Close a Master Account but RETAIN Specific Feeder Accounts

If you want to close the master account but keep some or all of the feeder accounts open:

1. Do NOT insert a closed date on the master account yet.
2. Go to the individual feeder account(s) you wish to keep open.
3. Click on the "Recurring Charges" section.
4. Highlight the specific charge(s) related to the master/feeder relationship.
5. Click the "Change" button.
6. In the opened window, remove the master account number from the "Master Account" field.
7. Click "YES" when prompted to confirm you want to remove the relationship to the master account.
8. Repeat steps 2-7 for every feeder account you do not wish to close.
9. Once you have removed the master account relationship from all desired feeder accounts, go back to the master account.
10. Locate the "Closed" field and insert a date to close the master account. The remaining feeders will now not be automatically closed.