National Accounts

Overview

The “National Accounts” is used when multiple offices will be interacting with the same customer and the National Account Statements are created. Additional setup is required in the setup module to properly use the national account functionality. For details, please review the National Account Specifications information. After invoices are created via the standard Step 1>Step 2, you can create the National Account statement from the national accounts tab. The statement will be specific invoices for specific national account customers.

Detail

Steps:

-Create the invoices via the standard Step 1>Step 2 method

-Click the National Accounts tab

-Select the relevant Company from the drop down

-Select the cutoff date

-Click create NA Statement