Master Feeders Vs Related Accounts
Master/Feeder relationships consolidate multiple accounts with recurring charges into a single invoice. Individual accounts are identified on the 'master' invoice by name or address. For setup instructions, refer to our article HERE.
Related accounts group accounts for reporting, dashboards, and searches, independent of recurring charges. For example, you can search on a related account to apply a single payment across multiple related accounts
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Closing Master or Feeder Accounts
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 ...
Post Payments On Related Accounts
Click on Payments Icon>Click Post Payments>Enter account number or click the magnifying glass to search>Click OK>Check the boxes for invoices to post>Click "Apply Payment to Tagged Invoices">System will autofill amount field with sum of all invoices ...
Post one Payment to two Accounts
If accounts are RELATED: Click Payments Icon>Click the magnifying glass>Search & select customer>Tag accounts/invoices>Click 'Apply Payment to Tagged Invoices' If accounts are NOT RELATED: From customer account>Click Invoice History>Highlight the 1st ...
See Invoices That Generated for a Specific Set of Accounts All At once
Reports>Financial or Month End Tab>Invoice History>Select "Account Range" under 'Select Report Filter'>Enter Account Range>Click Run Report Note: This method is for a range of account numbers. If you are looking for accounts that are not in a ...
Why "Dealer" In a M/F Account Showed $0 Dollars When the Invoices Show Money on them
Master accounts will have a DEALER charge set to $0 as this is how the software knows to pull the correlating feeder RMR. Please do not stop date or attempt to remove the DEALER charge. For further questions on master feeders, please contact us at ...