National Account Specifications

Overview

National Account (NA) functionality allows multiple offices to serve one client. This type of functionality allows users to create invoices at the office level but can not invoice the client directly, with all those invoices being rolled into one national account invoice. The process detailed below will walk you through creating the company the customer will see in the setup module, creating the invoices at the office level, and combining office level invoices.

Detail

Below are the processes for setting up the National Account.

1. Setting up your Company for the National Account functionality

2. Setting the Office to the National Account Company

3. Setting the Customer type to National Account

4. Creating Invoices on the Office Level

5. Combining Office Level Invoices (Creating NA Statements)

6. Printing National Account Statements

7. National Account Statement Payments