Set Up Feeder Account

Set Up Feeder Account

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.

From customer account>Click Recurring Charges>Click Insert.

Click the magnifying glass to select an RMR code>Select or Insert Code.

Select Billing Cycle>Next Date will Auto-Populate>Enter Pre-Tax Amount>If Pro-rating, select Y to Pro-rate>Add Proration date.

Click the magnifying glass for Master Account>Search & select the master account>Set 'Post Charges to Above' to YES>Toggle 'Identify on Master Invoice' as either Name or Address.
  1. Name: The account name will be used on the invoice
  2. Address: Site address will be used on the invoice
Click OK to save the charge.

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